-49.9%
KHC vs ZBH
+17.7%
-67.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.9% |
| 7D | +2.0% | -2.3% | +4.3% | +2.5% |
| 30D | +10.6% | +12.5% | -1.8% | +7.5% |
| 3M | +0.5% | +3.9% | -3.4% | -0.7% |
| 6M | +12.1% | +25.4% | -13.4% | +5.9% |
| YTD | +8.9% | +15.7% | -6.8% | +4.3% |
| 1Y | +7.5% | +15.2% | -7.7% | +3.0% |
| 3Y | -10.7% | +0.3% | -11.1% | -12.7% |
| 5Y | -13.2% | -16.1% | +2.9% | -12.7% |
| All | -49.9% | +17.7% | -67.6% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling