-43.7%
KHC vs IBKR
+781.7%
-825.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -4.8% | +1.3% | -6.1% | -5.0% |
| 30D | +0.3% | -0.3% | +0.6% | +0.2% |
| 3M | +6.7% | +4.7% | +2.0% | +5.7% |
| 6M | +4.2% | +34.0% | -29.9% | -0.3% |
| YTD | +6.7% | +40.8% | -34.1% | +1.1% |
| 1Y | -1.4% | +45.7% | -47.1% | -7.4% |
| 3Y | -11.8% | +288.4% | -300.1% | -31.6% |
| 5Y | -13.4% | +487.2% | -500.5% | -39.7% |
| 10Y | -54.3% | +991.2% | -1,045.5% | -73.3% |
| All | -43.7% | +781.7% | -825.4% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 all: compounded portfolio wealth divided by compounded IBKR 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…
all analysis · Full analysis span regression · 6 months rolling