-0.9%
KHC vs NVMI
+32.8%
-33.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +1.0% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +1.9% | -8.4% | +10.3% | +1.2% |
| 3M | +3.2% | -33.6% | +36.8% | +0.3% |
| 6M | +10.0% | -14.7% | +24.6% | +9.0% |
| YTD | +6.7% | +13.2% | -6.5% | +7.7% |
| 1Y | -0.9% | +29.0% | -29.9% | +0.9% |
| All | -0.9% | +32.8% | -33.7% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling