+26.7%
NFLX vs KHC
-10.2%
+36.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -5.0% | -2.2% | -2.8% | -4.9% |
| 30D | +3.5% | -0.1% | +3.6% | +3.5% |
| 3M | -7.1% | +8.3% | -15.4% | -7.2% |
| 6M | -22.5% | +5.0% | -27.4% | -22.7% |
| YTD | -18.1% | +8.0% | -26.1% | -18.2% |
| 1Y | -38.3% | -1.1% | -37.2% | -38.7% |
| 3Y | +73.4% | -10.7% | +84.1% | +70.2% |
| 5Y | +26.7% | -13.5% | +40.2% | +28.3% |
| All | +26.7% | -10.2% | +36.9% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling