-3.1%
KHC vs ZS
-37.1%
+34.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.3% | -2.2% |
| 7D | -3.3% | -7.8% | +4.5% | -3.3% |
| 30D | -3.4% | +5.0% | -8.5% | -3.4% |
| 3M | +12.6% | +25.5% | -12.9% | +12.9% |
| 6M | +7.0% | +8.7% | -1.7% | +7.1% |
| YTD | +6.1% | -24.5% | +30.6% | +4.5% |
| 1Y | -3.1% | -36.7% | +33.6% | -5.3% |
| All | -3.1% | -37.1% | +34.0% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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