+866.6%
MPC vs KHC
-40.5%
+907.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.7% |
| 7D | -12.8% | +5.9% | -18.7% | -14.7% |
| 30D | -12.7% | +14.9% | -27.7% | -17.2% |
| 3M | +27.1% | 0.0% | +27.1% | +26.4% |
| 6M | +45.8% | +16.2% | +29.6% | +36.2% |
| YTD | +134.7% | +9.8% | +124.9% | +122.8% |
| 1Y | +106.0% | +12.1% | +94.0% | +93.9% |
| 3Y | +165.5% | -10.1% | +175.6% | +166.1% |
| 5Y | +540.9% | -13.9% | +554.8% | +537.1% |
| 10Y | +1,133.6% | -51.9% | +1,185.5% | +1,182.1% |
| All | +866.6% | -40.5% | +907.1% | +748.4% |
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