+6.2%
KHC vs HTZ
-77.9%
+84.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.0% | +7.2% | -0.9% |
| 7D | -1.1% | -27.5% | +26.4% | -1.9% |
| 30D | +8.8% | -21.9% | +30.7% | +8.5% |
| 3M | -1.2% | -29.2% | +28.0% | -1.8% |
| 6M | +4.6% | -75.2% | +79.9% | +2.6% |
| YTD | +5.1% | -70.8% | +76.0% | +2.7% |
| 1Y | +6.2% | -76.1% | +82.3% | +5.2% |
| All | +6.2% | -77.9% | +84.1% | +5.2% |
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