-15.3%
KHC vs IBB
+40.3%
-55.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.2% |
| 7D | -3.3% | +1.6% | -5.0% | -3.6% |
| 30D | +9.1% | +6.7% | +2.4% | +7.9% |
| 3M | +1.4% | +6.3% | -4.9% | +0.1% |
| 6M | +8.4% | +23.9% | -15.6% | +4.0% |
| YTD | +6.2% | +26.6% | -20.4% | +1.2% |
| 1Y | +5.7% | +29.6% | -24.0% | +0.2% |
| 3Y | -12.0% | +86.1% | -98.1% | -22.5% |
| 5Y | -15.3% | +40.3% | -55.7% | -27.2% |
| All | -15.3% | +40.3% | -55.7% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling