+0.8%
META vs KHC
+11.6%
-10.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.8% | -2.3% | +1.5% |
| 7D | +2.9% | +6.6% | -3.8% | +3.0% |
| 30D | -15.1% | +16.5% | -31.6% | -15.3% |
| 3M | +7.2% | -3.0% | +10.2% | +8.0% |
| 6M | +3.4% | +17.4% | -14.0% | +6.1% |
| YTD | -4.3% | +10.3% | -14.7% | -2.2% |
| 1Y | +0.8% | +12.5% | -11.7% | +1.3% |
| All | +0.8% | +11.6% | -10.9% | +1.3% |
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