-13.4%
KHC vs TGT
-25.2%
+11.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.6% |
| 7D | -4.8% | -3.6% | -1.2% | -4.2% |
| 30D | +0.3% | +4.4% | -4.1% | -0.5% |
| 3M | +6.7% | +25.4% | -18.7% | +2.7% |
| 6M | +4.2% | +33.4% | -29.2% | -0.8% |
| YTD | +6.7% | +65.6% | -58.8% | -1.8% |
| 1Y | -1.4% | +80.3% | -81.7% | -10.6% |
| 3Y | -11.8% | +42.1% | -53.9% | -19.1% |
| 5Y | -13.4% | -25.0% | +11.6% | -11.1% |
| All | -13.4% | -25.2% | +11.8% | -11.1% |
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