+280.6%
MRK vs KHC
-41.0%
+321.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.1% |
| 7D | +0.7% | +2.0% | -1.3% | +0.1% |
| 30D | +0.3% | +10.6% | -10.4% | -2.6% |
| 3M | +9.7% | +0.5% | +9.1% | +9.3% |
| 6M | +32.0% | +12.1% | +19.9% | +27.3% |
| YTD | +43.3% | +8.9% | +34.4% | +38.7% |
| 1Y | +63.7% | +7.5% | +56.2% | +59.1% |
| 3Y | +58.0% | -10.7% | +68.7% | +60.2% |
| 5Y | +105.0% | -13.2% | +118.1% | +107.6% |
| 10Y | +228.6% | -50.6% | +279.2% | +265.4% |
| All | +280.6% | -41.0% | +321.5% | +282.9% |
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 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