-6.4%
KHC vs NVDX
+833.4%
-839.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.1% |
| 7D | -2.2% | +7.3% | -9.5% | -2.0% |
| 30D | -0.1% | -0.9% | +0.8% | 0.0% |
| 3M | +8.3% | +8.4% | 0.0% | +9.0% |
| 6M | +5.0% | +38.2% | -33.2% | +6.7% |
| YTD | +8.0% | +19.3% | -11.3% | +9.4% |
| 1Y | -1.1% | +33.3% | -34.3% | +0.7% |
| All | -6.4% | +833.4% | -839.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 all: compounded portfolio wealth divided by compounded NVDX 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…
all analysis · Full analysis span regression · 6 months rolling