+5.7%
KHC vs HTZ
-76.0%
+81.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +0.7% |
| 7D | -3.3% | -14.0% | +10.6% | -3.7% |
| 30D | +9.1% | -19.8% | +28.9% | +8.8% |
| 3M | +1.4% | -45.0% | +46.4% | -0.5% |
| 6M | +8.4% | -73.2% | +81.6% | +6.3% |
| YTD | +6.2% | -70.0% | +76.2% | +3.8% |
| 1Y | +5.7% | -75.7% | +81.4% | +4.5% |
| All | +5.7% | -76.0% | +81.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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