+91.0%
KLAC vs KHC
-2.1%
+93.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.6% |
| 7D | +2.5% | -2.5% | +5.0% | +1.0% |
| 30D | -11.5% | +0.5% | -12.0% | -11.0% |
| 3M | -16.9% | +3.0% | -20.0% | -14.4% |
| 6M | +22.2% | +6.6% | +15.6% | +27.5% |
| YTD | +46.4% | +5.8% | +40.6% | +55.0% |
| 1Y | +91.0% | -2.2% | +93.2% | +102.4% |
| All | +91.0% | -2.1% | +93.1% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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