-13.5%
KHC vs VIAV
+297.4%
-310.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.1% |
| 7D | -4.8% | +13.6% | -18.4% | -4.2% |
| 30D | +0.3% | +5.3% | -5.0% | +0.6% |
| 3M | +6.7% | -15.6% | +22.3% | +6.7% |
| 6M | +4.2% | +34.0% | -29.8% | +4.4% |
| YTD | +6.7% | +119.9% | -113.1% | +6.3% |
| 1Y | -1.4% | +235.2% | -236.6% | -2.9% |
| All | -13.5% | +297.4% | -310.9% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 3y: compounded portfolio wealth divided by compounded VIAV 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…
3y analysis · Full analysis span regression · 6 months rolling