-10.7%
KHC vs VIAV
+295.9%
-306.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +2.2% |
| 7D | +2.0% | +7.9% | -5.9% | +2.7% |
| 30D | +10.6% | -20.3% | +30.9% | +9.7% |
| 3M | +0.5% | -28.5% | +29.1% | -0.6% |
| 6M | +12.1% | -42.7% | +54.8% | +11.0% |
| YTD | +8.9% | +72.4% | -63.5% | +7.9% |
| 1Y | +7.5% | +81.5% | -74.0% | +6.3% |
| 3Y | -10.7% | +293.8% | -304.6% | -15.6% |
| All | -10.7% | +295.9% | -306.6% | -15.6% |
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