+5.1%
KHC vs P
+17.1%
-12.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | +0.6% |
| 7D | -4.6% | -4.7% | +0.1% | -4.9% |
| 30D | +8.1% | -31.4% | +39.5% | +4.6% |
| 3M | 0.0% | -2.6% | +2.7% | +0.2% |
| 6M | +7.9% | +21.9% | -14.0% | +12.0% |
| YTD | +5.3% | +58.9% | -53.7% | +10.8% |
| 1Y | +5.1% | +21.7% | -16.6% | +10.1% |
| All | +5.1% | +17.1% | -12.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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