-43.0%
KHC vs HBAN
+132.4%
-175.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | -2.2% | +2.1% | -4.3% | -2.6% |
| 30D | -0.1% | -4.5% | +4.4% | +0.8% |
| 3M | +8.3% | +2.6% | +5.8% | +7.7% |
| 6M | +5.0% | +4.7% | +0.2% | +3.7% |
| YTD | +8.0% | -1.5% | +9.5% | +7.7% |
| 1Y | -1.1% | -1.9% | +0.8% | -1.4% |
| 3Y | -10.7% | +75.2% | -85.9% | -23.2% |
| 5Y | -13.5% | +37.2% | -50.7% | -23.3% |
| 10Y | -55.4% | +156.6% | -212.0% | -69.0% |
| All | -43.0% | +132.4% | -175.5% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling