-49.9%
KHC vs GRMN
+628.7%
-678.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.8% |
| 7D | +2.0% | -0.9% | +2.9% | +2.2% |
| 30D | +10.6% | +1.2% | +9.4% | +10.3% |
| 3M | +0.5% | -8.9% | +9.4% | +2.3% |
| 6M | +12.1% | +23.0% | -10.9% | +6.6% |
| YTD | +8.9% | +41.2% | -32.3% | -0.1% |
| 1Y | +7.5% | +47.5% | -40.0% | -2.4% |
| 3Y | -10.7% | +155.8% | -166.5% | -33.7% |
| 5Y | -13.2% | +120.2% | -133.3% | -32.8% |
| All | -49.9% | +628.7% | -678.6% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling