-7.9%
KHC vs ZYBT
-58.9%
+51.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +0.9% |
| 7D | -1.0% | -3.7% | +2.7% | -1.0% |
| 30D | +1.9% | 0.0% | +1.9% | +1.9% |
| 3M | +3.2% | +72.2% | -69.0% | +3.5% |
| 6M | +10.0% | +103.1% | -93.2% | +11.3% |
| YTD | +6.7% | +34.8% | -28.1% | +7.4% |
| 1Y | -0.9% | -83.2% | +82.3% | -2.5% |
| All | -7.9% | -58.9% | +51.0% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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