+858.3%
NOW vs KHC
-41.6%
+899.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -2.4% | -1.8% | -0.6% | -2.1% |
| 30D | +20.5% | -1.9% | +22.4% | +21.0% |
| 3M | +18.3% | +14.4% | +4.0% | +15.2% |
| 6M | +24.1% | +8.7% | +15.3% | +21.9% |
| YTD | -7.8% | +7.8% | -15.6% | -9.4% |
| 1Y | -21.4% | -1.5% | -19.9% | -21.4% |
| 3Y | +19.5% | -9.9% | +29.4% | +19.4% |
| 5Y | +4.1% | -10.7% | +14.8% | +2.4% |
| 10Y | +826.4% | -55.7% | +882.1% | +989.1% |
| All | +858.3% | -41.6% | +899.9% | +851.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling