+6.2%
KHC vs HAS
+63.0%
-56.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.8% |
| 7D | -1.1% | +3.3% | -4.4% | -1.5% |
| 30D | +8.8% | +30.5% | -21.7% | +5.8% |
| 3M | -1.2% | +29.9% | -31.1% | -4.0% |
| 6M | +4.6% | +26.5% | -21.9% | +1.6% |
| YTD | +5.1% | +51.9% | -46.8% | +3.4% |
| 1Y | +6.2% | +60.9% | -54.7% | +2.1% |
| All | +6.2% | +63.0% | -56.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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