-10.3%
KHC vs HTZ
-85.9%
+75.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -1.8% | +7.5% | -9.2% | -1.8% |
| 30D | -1.9% | +47.4% | -49.3% | -2.4% |
| 3M | +14.4% | -54.9% | +69.3% | +15.6% |
| 6M | +8.7% | -47.0% | +55.7% | +9.3% |
| YTD | +7.8% | -55.3% | +63.0% | +8.6% |
| 1Y | -1.5% | -57.6% | +56.1% | -0.9% |
| 3Y | -9.9% | -86.6% | +76.7% | -8.8% |
| All | -10.3% | -85.9% | +75.6% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling