+7.5%
KHC vs ZBRA
+27.1%
-19.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.6% | +2.6% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | +10.6% | -14.0% | +24.6% | +10.6% |
| 3M | +0.5% | -14.7% | +15.2% | +0.6% |
| 6M | +12.1% | +31.3% | -19.2% | +11.6% |
| YTD | +8.9% | +33.4% | -24.5% | +7.0% |
| 1Y | +7.5% | +34.1% | -26.6% | +5.1% |
| All | +7.5% | +27.1% | -19.6% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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