-10.1%
KHC vs TECH
-2.1%
-8.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -1.9% | +0.7% | -2.6% | -1.9% |
| 3M | +14.4% | +36.3% | -22.0% | +11.5% |
| 6M | +8.7% | +25.6% | -16.9% | +6.1% |
| YTD | +7.8% | +23.7% | -15.9% | +5.2% |
| 1Y | -1.5% | +37.6% | -39.2% | -5.1% |
| All | -10.1% | -2.1% | -8.0% | -14.9% |
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