-1.4%
KHC vs HBM
+117.5%
-118.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -1.2% |
| 7D | -4.8% | +5.5% | -10.3% | -4.6% |
| 30D | +0.3% | +3.3% | -3.0% | +0.4% |
| 3M | +6.7% | +12.7% | -5.9% | +7.5% |
| 6M | +4.2% | +28.2% | -24.0% | +4.1% |
| YTD | +6.7% | +45.3% | -38.6% | +7.4% |
| 1Y | -1.4% | +121.7% | -123.1% | -0.3% |
| All | -1.4% | +117.5% | -118.9% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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