-55.6%
KHC vs NVMI
+3,158.6%
-3,214.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +1.9% | -8.4% | +10.3% | +2.3% |
| 3M | +3.2% | -33.6% | +36.8% | +5.2% |
| 6M | +10.0% | -14.7% | +24.6% | +9.8% |
| YTD | +6.7% | +13.2% | -6.5% | +3.9% |
| 1Y | -0.9% | +29.0% | -29.9% | -4.8% |
| 3Y | -13.6% | +215.0% | -228.5% | -26.8% |
| 5Y | -12.8% | +268.6% | -281.4% | -30.4% |
| All | -55.6% | +3,158.6% | -3,214.3% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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