+12.5%
KHC vs TRMB
-31.2%
+43.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -17.3% | +21.1% | +4.8% |
| 7D | +6.6% | -15.7% | +22.3% | +7.4% |
| 30D | +16.5% | -7.8% | +24.2% | +16.0% |
| 3M | -3.0% | -9.3% | +6.3% | -3.3% |
| 6M | +17.4% | -20.8% | +38.2% | +15.1% |
| YTD | +10.3% | -30.8% | +41.1% | +9.2% |
| 1Y | +12.5% | -31.0% | +43.4% | +11.1% |
| All | +12.5% | -31.2% | +43.7% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling