-13.5%
KHC vs NVT
+184.0%
-197.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.4% |
| 7D | -4.8% | +7.0% | -11.8% | -4.1% |
| 30D | +0.3% | -2.3% | +2.6% | +0.2% |
| 3M | +6.7% | -3.1% | +9.8% | +7.1% |
| 6M | +4.2% | +47.0% | -42.9% | +6.5% |
| YTD | +6.7% | +56.2% | -49.5% | +9.3% |
| 1Y | -1.4% | +74.5% | -75.9% | +1.2% |
| All | -13.5% | +184.0% | -197.5% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling