+6.2%
KHC vs PL
+7.9%
-1.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.8% |
| 7D | -1.1% | +5.6% | -6.8% | -0.9% |
| 30D | +8.8% | -16.9% | +25.8% | +9.0% |
| 3M | -1.2% | -38.2% | +37.0% | -1.3% |
| 6M | +4.6% | -63.4% | +68.1% | +4.6% |
| YTD | +5.1% | -27.6% | +32.8% | +5.7% |
| 1Y | +6.2% | +6.6% | -0.3% | +7.3% |
| All | +6.2% | +7.9% | -1.6% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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