+1,106.2%
MPC vs KHC
-54.7%
+1,161.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.9% |
| 7D | -9.4% | -2.0% | -7.4% | -8.9% |
| 30D | -14.3% | +9.7% | -24.0% | -17.2% |
| 3M | +31.1% | -2.0% | +33.1% | +31.3% |
| 6M | +60.3% | +5.4% | +54.8% | +55.6% |
| YTD | +142.5% | +5.9% | +136.6% | +133.7% |
| 1Y | +104.6% | +7.5% | +97.1% | +95.9% |
| 3Y | +191.7% | -12.4% | +204.1% | +194.9% |
| 5Y | +549.2% | -15.8% | +565.1% | +549.9% |
| 10Y | +1,106.2% | -54.1% | +1,160.3% | +1,000.9% |
| All | +1,106.2% | -54.7% | +1,161.0% | +1,000.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling