+1,315.7%
MU vs KHC
-10.4%
+1,326.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.0% |
| 7D | +9.0% | -1.8% | +10.7% | +8.6% |
| 30D | +13.8% | -1.9% | +15.7% | +13.5% |
| 3M | +2.1% | +14.4% | -12.3% | +3.8% |
| 6M | +153.8% | +8.7% | +145.1% | +157.3% |
| YTD | +256.4% | +7.8% | +248.6% | +261.9% |
| 1Y | +719.8% | -1.5% | +721.3% | +733.7% |
| 3Y | +1,360.4% | -9.9% | +1,370.2% | +1,376.1% |
| All | +1,315.7% | -10.4% | +1,326.1% | +1,376.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling