-1.3%
KHC vs TD
+59.9%
-61.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -1.2% |
| 7D | -4.8% | -1.9% | -2.9% | -4.8% |
| 30D | +0.3% | -1.6% | +1.9% | +0.2% |
| 3M | +6.7% | +4.6% | +2.1% | +6.3% |
| 6M | +4.2% | +26.8% | -22.7% | +3.1% |
| YTD | +6.7% | +28.3% | -21.6% | +5.8% |
| All | -1.3% | +59.9% | -61.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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