-43.7%
KHC vs TECH
+226.7%
-270.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 6M | +10.3% | +54.0% | -43.6% | +3.8% |
| YTD | +6.7% | +24.3% | -17.6% | +2.5% |
| 1Y | +10.9% | +25.8% | -14.9% | +6.2% |
| 3Y | -12.6% | +26.0% | -38.6% | -18.5% |
| 5Y | -16.3% | -40.1% | +23.8% | -12.7% |
| 10Y | -53.2% | +210.6% | -263.8% | -69.4% |
| All | -43.7% | +226.7% | -270.3% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling