-13.0%
KHC vs IBB
+86.9%
-99.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.3% |
| 7D | -3.3% | +1.6% | -5.0% | -3.6% |
| 30D | +9.1% | +6.7% | +2.4% | +7.6% |
| 3M | +1.4% | +6.3% | -4.9% | -0.2% |
| 6M | +8.4% | +23.9% | -15.6% | +3.0% |
| YTD | +6.2% | +26.6% | -20.4% | -0.1% |
| 1Y | +5.7% | +29.6% | -24.0% | -1.4% |
| All | -13.0% | +86.9% | -99.9% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling