-10.3%
KHC vs NDAQ
+55.8%
-66.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | -1.8% | -2.4% | +0.7% | -1.5% |
| 30D | -1.9% | +2.5% | -4.3% | -2.2% |
| 3M | +14.4% | +9.9% | +4.5% | +13.0% |
| 6M | +8.7% | +9.4% | -0.7% | +7.4% |
| YTD | +7.8% | +0.4% | +7.4% | +7.3% |
| 1Y | -1.5% | +4.0% | -5.6% | -2.5% |
| 3Y | -9.9% | +94.4% | -104.2% | -19.0% |
| All | -10.3% | +55.8% | -66.1% | -19.4% |
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