+327.1%
NET vs KHC
-10.0%
+337.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.1% |
| 7D | -7.0% | -1.8% | -5.2% | -7.2% |
| 30D | -4.8% | -1.9% | -2.9% | -5.1% |
| 3M | +3.8% | +14.4% | -10.6% | +6.1% |
| 6M | +50.0% | +8.7% | +41.3% | +52.6% |
| YTD | +41.5% | +7.8% | +33.7% | +43.8% |
| 1Y | +32.8% | -1.5% | +34.3% | +33.5% |
| All | +327.1% | -10.0% | +337.1% | +322.0% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling