+506.3%
NOW vs KHC
-54.5%
+560.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.3% | -2.9% |
| 7D | -8.7% | -1.1% | -7.6% | -8.6% |
| 30D | -29.3% | +8.8% | -38.1% | -30.4% |
| 3M | -21.8% | -1.2% | -20.6% | -21.8% |
| 6M | +9.2% | +4.6% | +4.6% | +8.3% |
| YTD | -35.0% | +5.1% | -40.1% | -35.7% |
| 1Y | -42.5% | +6.2% | -48.7% | -43.3% |
| 3Y | -21.5% | -12.9% | -8.6% | -21.1% |
| 5Y | -25.8% | -16.8% | -9.0% | -25.6% |
| 10Y | +506.3% | -52.4% | +558.8% | +515.1% |
| All | +506.3% | -54.5% | +560.8% | +515.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling