+1,101.8%
NBIS vs KHC
-22.9%
+1,124.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -2.4% |
| 7D | +17.8% | -4.8% | +22.6% | +13.2% |
| 30D | +30.5% | +0.3% | +30.3% | +31.7% |
| 3M | +9.2% | +6.7% | +2.5% | +17.7% |
| 6M | +153.2% | +4.2% | +149.0% | +173.0% |
| YTD | +187.1% | +6.7% | +180.4% | +217.5% |
| 1Y | +151.1% | -1.4% | +152.5% | +166.8% |
| All | +1,101.8% | -22.9% | +1,124.6% | +1,282.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling