-3.1%
KHC vs GD
+13.1%
-16.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.5% | -2.0% |
| 7D | -3.3% | -5.3% | +1.9% | -2.5% |
| 30D | -3.4% | -6.4% | +3.0% | -2.5% |
| 3M | +12.6% | +5.7% | +6.9% | +11.5% |
| 6M | +7.0% | -0.9% | +8.0% | +7.3% |
| YTD | +6.1% | +8.2% | -2.1% | +5.0% |
| 1Y | -3.1% | +13.4% | -16.5% | -5.9% |
| All | -3.1% | +13.1% | -16.2% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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