-13.3%
KHC vs ONON
-24.2%
+10.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.5% | -5.3% | +2.8% | -2.4% |
| 30D | +0.5% | -13.1% | +13.7% | +0.8% |
| 3M | +3.0% | -29.3% | +32.4% | +3.6% |
| 6M | +6.6% | -34.5% | +41.2% | +7.3% |
| YTD | +5.8% | -42.2% | +48.0% | +6.5% |
| 1Y | -2.2% | -37.3% | +35.1% | -1.7% |
| 3Y | -12.5% | -9.3% | -3.3% | -13.1% |
| All | -13.3% | -24.2% | +10.8% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling