+3,930.9%
KLAC vs KHC
-41.6%
+3,972.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.5% |
| 7D | +5.7% | -1.8% | +7.5% | +6.2% |
| 30D | -3.6% | -1.9% | -1.7% | -3.4% |
| 3M | -12.8% | +14.4% | -27.2% | -17.1% |
| 6M | +26.1% | +8.7% | +17.3% | +21.1% |
| YTD | +53.3% | +7.8% | +45.5% | +46.9% |
| 1Y | +113.7% | -1.5% | +115.2% | +110.1% |
| 3Y | +274.9% | -9.9% | +284.7% | +268.6% |
| 5Y | +470.1% | -10.7% | +480.9% | +445.9% |
| 10Y | +2,997.0% | -55.7% | +3,052.7% | +3,149.0% |
| All | +3,930.9% | -41.6% | +3,972.4% | +3,641.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling