-12.6%
KHC vs IBB
+78.6%
-91.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.4% |
| 30D | +12.0% | +5.1% | +6.9% | +10.7% |
| 3M | +0.2% | +10.7% | -10.5% | -2.2% |
| 6M | +10.3% | +22.9% | -12.5% | +5.1% |
| YTD | +6.7% | +26.7% | -20.0% | +0.5% |
| 1Y | +10.9% | +35.1% | -24.3% | +2.2% |
| 3Y | -12.6% | +80.2% | -92.8% | -26.5% |
| All | -12.6% | +78.6% | -91.3% | -26.5% |
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