+12.1%
KHC vs HRB
+41.4%
-29.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +3.0% |
| 7D | +2.0% | -5.1% | +7.1% | +3.6% |
| 30D | +10.6% | +8.7% | +1.9% | +8.5% |
| 3M | +0.5% | -5.4% | +5.9% | +1.6% |
| 6M | +12.1% | +41.6% | -29.5% | +1.8% |
| All | +12.1% | +41.4% | -29.3% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 6mo: compounded portfolio wealth divided by compounded HRB 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…
6mo analysis · Full analysis span regression · 6 months rolling