+30.7%
NBIS vs KHC
+8.5%
+22.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.6% | -12.5% | -6.7% |
| 7D | -10.5% | +2.0% | -12.5% | -7.7% |
| 30D | -37.7% | +10.6% | -48.3% | -28.0% |
| 3M | -54.6% | +0.5% | -55.1% | -52.6% |
| 6M | -44.1% | +12.1% | -56.1% | -32.6% |
| YTD | +38.4% | +8.9% | +29.5% | +68.1% |
| 1Y | +30.7% | +7.5% | +23.3% | +56.3% |
| All | +30.7% | +8.5% | +22.3% | +56.3% |
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