-3.1%
KHC vs PLUG
+45.6%
-48.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.1% | -2.2% |
| 7D | -3.3% | -0.9% | -2.4% | -3.3% |
| 30D | -3.4% | +3.3% | -6.8% | -3.4% |
| 3M | +12.6% | -39.7% | +52.3% | +12.6% |
| 6M | +7.0% | -12.5% | +19.5% | +6.6% |
| YTD | +6.1% | +10.2% | -4.1% | +5.2% |
| 1Y | -3.1% | +50.7% | -53.8% | -6.2% |
| All | -3.1% | +45.6% | -48.7% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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