-13.6%
KHC vs HBAN
+35.4%
-49.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.5% | -1.9% | -0.6% | -2.3% |
| 30D | +0.5% | -5.9% | +6.4% | +1.2% |
| 3M | +3.0% | +0.2% | +2.8% | +3.0% |
| 6M | +6.6% | +6.6% | 0.0% | +5.8% |
| YTD | +5.8% | -1.7% | +7.5% | +5.7% |
| 1Y | -2.2% | -1.7% | -0.5% | -2.4% |
| 3Y | -12.5% | +74.9% | -87.4% | -19.3% |
| 5Y | -13.6% | +36.0% | -49.5% | -18.6% |
| All | -13.6% | +35.4% | -49.0% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling