+132.4%
NOK vs KHC
-2.1%
+134.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.6% |
| 7D | +8.7% | -2.5% | +11.2% | +7.7% |
| 30D | +12.5% | +0.5% | +12.0% | +12.9% |
| 3M | -20.7% | +3.0% | -23.8% | -19.5% |
| 6M | +36.2% | +6.6% | +29.5% | +39.4% |
| YTD | +64.1% | +5.8% | +58.4% | +68.8% |
| 1Y | +132.4% | -2.2% | +134.6% | +144.5% |
| All | +132.4% | -2.1% | +134.5% | +144.5% |
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