-43.1%
KHC vs ZBRA
+224.9%
-268.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.9% |
| 7D | -1.8% | +1.8% | -3.5% | -2.0% |
| 30D | -1.9% | -1.7% | -0.2% | -1.7% |
| 3M | +14.4% | +47.8% | -33.4% | +7.9% |
| 6M | +8.7% | +56.7% | -48.0% | +1.4% |
| YTD | +7.8% | +49.4% | -41.6% | +0.8% |
| 1Y | -1.5% | +16.5% | -18.1% | -4.9% |
| 3Y | -9.9% | +31.5% | -41.3% | -16.7% |
| 5Y | -10.7% | -38.6% | +27.9% | -7.8% |
| 10Y | -55.7% | +421.0% | -476.7% | -67.9% |
| All | -43.1% | +224.9% | -268.1% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling