+5.7%
KHC vs GH
+57.4%
-51.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -3.3% | +0.9% | -4.2% | -3.3% |
| 30D | +9.1% | -4.5% | +13.6% | +8.9% |
| 3M | +1.4% | -6.2% | +7.6% | +1.1% |
| 6M | +8.4% | +55.0% | -46.6% | +7.0% |
| YTD | +6.2% | +51.6% | -45.4% | +4.8% |
| 1Y | +5.7% | +58.3% | -52.6% | +4.3% |
| All | +5.7% | +57.4% | -51.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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