+12.5%
KHC vs NVD
-27.4%
+39.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.5% | -2.7% | +3.2% |
| 7D | +6.6% | +15.0% | -8.3% | +5.3% |
| 30D | +16.5% | +39.3% | -22.8% | +13.5% |
| 3M | -3.0% | +3.1% | -6.1% | -3.9% |
| 6M | +17.4% | -19.0% | +36.4% | +17.9% |
| YTD | +10.3% | -35.5% | +45.9% | +11.8% |
| 1Y | +12.5% | -30.2% | +42.7% | +13.8% |
| All | +12.5% | -27.4% | +39.8% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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