+47.0%
NFLX vs KHC
-13.1%
+60.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +0.9% |
| 7D | +2.6% | -2.0% | +4.6% | +2.8% |
| 30D | -9.0% | +9.7% | -18.7% | -9.6% |
| 3M | -13.7% | -2.0% | -11.7% | -13.8% |
| 6M | -26.9% | +5.4% | -32.3% | -26.9% |
| YTD | -31.8% | +5.9% | -37.7% | -31.8% |
| 1Y | -42.1% | +7.5% | -49.5% | -42.0% |
| 3Y | +47.0% | -12.4% | +59.4% | +53.9% |
| All | +47.0% | -13.1% | +60.1% | +53.9% |
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