-12.6%
KHC vs TECH
+25.9%
-38.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | +1.1% | +0.2% | +0.9% | +1.1% |
| 30D | +12.0% | +0.3% | +11.6% | +11.9% |
| 3M | +0.2% | +1.3% | -1.2% | +0.1% |
| 6M | +10.3% | +54.0% | -43.6% | +6.4% |
| YTD | +6.7% | +24.3% | -17.6% | +4.1% |
| 1Y | +10.9% | +25.8% | -14.9% | +7.9% |
| 3Y | -12.6% | +26.0% | -38.6% | -15.0% |
| All | -12.6% | +25.9% | -38.5% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling