-12.4%
KHC vs NVD
-99.1%
+86.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.5% | -5.4% | -1.1% |
| 7D | -2.5% | +9.0% | -11.6% | -2.8% |
| 30D | +0.5% | -5.5% | +6.0% | +0.6% |
| 3M | +3.0% | -24.6% | +27.7% | +3.8% |
| 6M | +6.6% | -42.1% | +48.7% | +8.1% |
| YTD | +5.8% | -44.3% | +50.1% | +7.3% |
| 1Y | -2.2% | -54.2% | +52.0% | -0.5% |
| 3Y | -12.5% | -99.1% | +86.6% | -1.4% |
| All | -12.4% | -99.1% | +86.7% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling