-10.1%
KHC vs O
+31.6%
-41.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | -1.8% | -0.7% | -1.0% | -1.4% |
| 30D | -1.9% | -1.9% | 0.0% | -0.9% |
| 3M | +14.4% | +3.8% | +10.6% | +12.5% |
| 6M | +8.7% | -4.7% | +13.5% | +11.3% |
| YTD | +7.8% | +12.5% | -4.7% | +1.4% |
| 1Y | -1.5% | +10.8% | -12.4% | -6.8% |
| All | -10.1% | +31.6% | -41.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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