+10.3%
KHC vs PLTD
-31.2%
+41.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.8% |
| 7D | +1.1% | +13.7% | -12.6% | +1.2% |
| 30D | +12.0% | +18.4% | -6.5% | +12.0% |
| 3M | +0.2% | -7.5% | +7.6% | -1.0% |
| 6M | +10.3% | -31.3% | +41.7% | +7.0% |
| All | +10.3% | -31.2% | +41.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 6mo: compounded portfolio wealth divided by compounded PLTD 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…
6mo analysis · Full analysis span regression · 6 months rolling