-55.6%
KHC vs HBAN
+163.4%
-219.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.8% |
| 30D | +1.9% | -5.6% | +7.5% | +3.0% |
| 3M | +3.2% | -1.1% | +4.3% | +3.4% |
| 6M | +10.0% | +9.9% | +0.1% | +7.6% |
| YTD | +6.7% | -0.9% | +7.6% | +6.3% |
| 1Y | -0.9% | -1.4% | +0.5% | -1.3% |
| 3Y | -13.6% | +78.2% | -91.8% | -25.6% |
| 5Y | -12.8% | +37.0% | -49.9% | -22.4% |
| All | -55.6% | +163.4% | -219.1% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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