+5.1%
KHC vs FBTC
-28.8%
+33.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.2% |
| 7D | -4.6% | -6.8% | +2.2% | -4.8% |
| 30D | +8.1% | -9.9% | +18.0% | +7.7% |
| 3M | 0.0% | +17.5% | -17.4% | -0.4% |
| 6M | +7.9% | -9.1% | +17.0% | +7.1% |
| YTD | +5.3% | -14.9% | +20.2% | +4.1% |
| 1Y | +5.1% | -27.6% | +32.7% | +3.8% |
| All | +5.1% | -28.8% | +33.9% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FBTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling