-12.6%
KHC vs O
+37.3%
-49.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.4% |
| 7D | +1.1% | +3.7% | -2.6% | -0.9% |
| 30D | +12.0% | +11.2% | +0.8% | +5.7% |
| 3M | +0.2% | -4.0% | +4.2% | +2.3% |
| 6M | +10.3% | -5.2% | +15.6% | +13.4% |
| YTD | +6.7% | +9.5% | -2.7% | +1.2% |
| 1Y | +10.9% | +10.6% | +0.3% | +4.4% |
| 3Y | -12.6% | +38.1% | -50.7% | -23.9% |
| All | -12.6% | +37.3% | -49.9% | -23.9% |
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