-51.2%
KHC vs TECH
+187.7%
-238.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -3.3% | +0.2% | -3.6% | -3.3% |
| 30D | +9.1% | +0.5% | +8.6% | +9.1% |
| 3M | +1.4% | +1.0% | +0.4% | +1.3% |
| 6M | +8.4% | +54.1% | -45.7% | +2.3% |
| YTD | +6.2% | +24.4% | -18.2% | +2.1% |
| 1Y | +5.7% | +19.3% | -13.6% | +2.2% |
| 3Y | -12.0% | +28.5% | -40.6% | -18.0% |
| 5Y | -15.3% | -41.0% | +25.6% | -11.3% |
| All | -51.2% | +187.7% | -238.9% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling