-43.1%
KHC vs TGT
+181.9%
-225.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | -1.8% | +0.8% | -2.5% | -1.9% |
| 30D | -1.9% | +12.2% | -14.1% | -4.4% |
| 3M | +14.4% | +33.8% | -19.4% | +7.3% |
| 6M | +8.7% | +39.3% | -30.6% | +0.9% |
| YTD | +7.8% | +72.9% | -65.1% | -4.6% |
| 1Y | -1.5% | +84.6% | -86.1% | -14.2% |
| 3Y | -9.9% | +46.2% | -56.1% | -20.2% |
| 5Y | -10.7% | -21.3% | +10.6% | -10.5% |
| 10Y | -55.7% | +213.5% | -269.2% | -69.0% |
| All | -43.1% | +181.9% | -225.1% | -59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling