-14.1%
KHC vs TGT
-27.7%
+13.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.5% |
| 7D | +2.0% | +2.6% | -0.6% | +1.5% |
| 30D | +10.6% | +4.7% | +5.9% | +9.7% |
| 3M | +0.5% | +4.6% | -4.0% | -0.4% |
| 6M | +12.1% | +34.9% | -22.8% | +6.4% |
| YTD | +8.9% | +70.9% | -62.0% | -0.5% |
| 1Y | +7.5% | +84.4% | -76.9% | -3.0% |
| 3Y | -10.7% | +69.1% | -79.8% | -20.4% |
| All | -14.1% | -27.7% | +13.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 5y: compounded portfolio wealth divided by compounded TGT 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…
5y analysis · Full analysis span regression · 6 months rolling