+719.8%
MU vs KHC
-3.0%
+722.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +4.4% |
| 7D | +9.0% | -3.3% | +12.3% | +6.4% |
| 30D | +13.8% | -3.4% | +17.2% | +10.9% |
| 3M | +2.1% | +12.6% | -10.5% | +11.1% |
| 6M | +153.8% | +7.0% | +146.8% | +169.2% |
| YTD | +256.4% | +6.1% | +250.3% | +285.3% |
| 1Y | +719.8% | -3.1% | +722.8% | +813.3% |
| All | +719.8% | -3.0% | +722.8% | +813.3% |
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