-1.1%
KHC vs JD
-9.5%
+8.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.2% |
| 7D | -2.2% | -0.8% | -1.4% | -2.2% |
| 30D | -0.1% | -16.0% | +16.0% | +0.1% |
| 3M | +8.3% | -3.2% | +11.5% | +8.2% |
| 6M | +5.0% | +6.1% | -1.1% | +4.5% |
| YTD | +8.0% | -0.1% | +8.1% | +7.1% |
| 1Y | -1.1% | -12.7% | +11.6% | -2.5% |
| All | -1.1% | -9.5% | +8.4% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling