+12.1%
KHC vs TROW
+12.7%
-0.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +3.0% | 0.0% |
| 7D | +5.9% | +2.0% | +4.0% | +5.6% |
| 30D | +14.9% | +4.9% | +10.0% | +14.2% |
| 3M | 0.0% | -4.3% | +4.3% | +0.3% |
| 6M | +16.2% | +7.0% | +9.2% | +16.9% |
| YTD | +9.8% | +10.4% | -0.6% | +9.9% |
| 1Y | +12.1% | +11.8% | +0.3% | +11.4% |
| All | +12.1% | +12.7% | -0.7% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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