+116.7%
MPC vs KHC
+8.5%
+108.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.1% | +0.4% |
| 7D | +11.2% | +2.0% | +9.2% | +11.2% |
| 30D | -14.5% | +10.6% | -25.1% | -14.8% |
| 3M | +16.7% | +0.5% | +16.2% | +16.9% |
| 6M | +67.6% | +12.1% | +55.5% | +66.3% |
| YTD | +157.9% | +8.9% | +149.0% | +153.5% |
| 1Y | +116.7% | +7.5% | +109.2% | +113.7% |
| All | +116.7% | +8.5% | +108.2% | +113.7% |
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