-13.6%
KHC vs FLNC
-62.9%
+49.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.9% |
| 7D | -1.0% | -4.1% | +3.1% | -1.0% |
| 30D | +1.9% | -24.8% | +26.7% | +1.9% |
| 3M | +3.2% | -59.1% | +62.3% | +3.4% |
| 6M | +10.0% | -42.0% | +51.9% | +9.5% |
| YTD | +6.7% | -49.8% | +56.5% | +6.0% |
| 1Y | -0.9% | +43.1% | -44.0% | -4.4% |
| 3Y | -13.6% | -61.0% | +47.4% | -16.5% |
| All | -13.6% | -62.9% | +49.3% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 3y: compounded portfolio wealth divided by compounded FLNC 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…
3y analysis · Full analysis span regression · 6 months rolling