+2.8%
KHC vs Q
+66.4%
-63.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.3% | -9.1% | -1.9% |
| 7D | +1.1% | +0.3% | +0.8% | +1.3% |
| 30D | +12.0% | -9.8% | +21.8% | +11.0% |
| 3M | +0.2% | -12.2% | +12.4% | -0.7% |
| 6M | +10.3% | -21.6% | +32.0% | +8.5% |
| YTD | +6.7% | +43.6% | -36.8% | +9.7% |
| 1Y | +10.9% | +25.7% | -14.8% | +13.6% |
| All | +2.8% | +66.4% | -63.6% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling