+13.5%
MCHP vs KHC
-2.1%
+15.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.2% |
| 7D | -2.1% | -2.5% | +0.4% | -2.7% |
| 30D | -11.1% | +0.5% | -11.6% | -10.9% |
| 3M | -18.1% | +3.0% | -21.1% | -16.6% |
| 6M | +10.8% | +6.6% | +4.1% | +13.3% |
| YTD | +14.2% | +5.8% | +8.5% | +18.1% |
| 1Y | +13.5% | -2.2% | +15.7% | +18.9% |
| All | +13.5% | -2.1% | +15.5% | +18.9% |
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