+5,590.6%
MU vs KHC
-41.6%
+5,632.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +9.0% | -1.8% | +10.7% | +9.4% |
| 30D | +13.8% | -1.9% | +15.7% | +14.2% |
| 3M | +2.1% | +14.4% | -12.3% | -2.8% |
| 6M | +153.8% | +8.7% | +145.1% | +143.9% |
| YTD | +256.4% | +7.8% | +248.6% | +241.5% |
| 1Y | +719.8% | -1.5% | +721.3% | +704.8% |
| 3Y | +1,360.4% | -9.9% | +1,370.2% | +1,336.2% |
| 5Y | +1,312.4% | -10.7% | +1,323.2% | +1,255.7% |
| 10Y | +6,142.6% | -55.7% | +6,198.3% | +7,051.5% |
| All | +5,590.6% | -41.6% | +5,632.1% | +5,375.8% |
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