-14.8%
KHC vs NDAQ
+60.8%
-75.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.8% |
| 7D | +1.1% | +0.8% | +0.3% | +1.0% |
| 30D | +12.0% | +16.5% | -4.6% | +9.8% |
| 3M | +0.2% | +13.5% | -13.3% | -1.5% |
| 6M | +10.3% | +20.9% | -10.6% | +7.5% |
| YTD | +6.7% | +11.4% | -4.7% | +4.8% |
| 1Y | +10.9% | +25.9% | -15.1% | +6.9% |
| 3Y | -12.6% | +119.9% | -132.5% | -22.9% |
| All | -14.8% | +60.8% | -75.6% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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