+78.0%
MRK vs KHC
-2.1%
+80.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -5.0% | -2.5% | -2.5% | -4.4% |
| 30D | +11.0% | +0.5% | +10.4% | +10.8% |
| 3M | +22.4% | +3.0% | +19.4% | +21.1% |
| 6M | +25.4% | +6.6% | +18.8% | +23.5% |
| YTD | +39.5% | +5.8% | +33.7% | +38.1% |
| 1Y | +78.0% | -2.2% | +80.2% | +87.5% |
| All | +78.0% | -2.1% | +80.0% | +87.5% |
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