+594.4%
NOW vs KHC
-40.5%
+634.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.5% | -5.8% |
| 7D | -6.7% | +5.9% | -12.6% | -7.9% |
| 30D | -25.8% | +14.9% | -40.7% | -28.1% |
| 3M | -12.7% | 0.0% | -12.7% | -12.8% |
| 6M | +11.2% | +16.2% | -4.9% | +7.7% |
| YTD | -33.2% | +9.8% | -43.0% | -34.8% |
| 1Y | -41.8% | +12.1% | -53.9% | -43.5% |
| 3Y | -15.7% | -10.1% | -5.6% | -15.6% |
| 5Y | -26.0% | -13.9% | -12.2% | -26.4% |
| 10Y | +515.1% | -51.9% | +566.9% | +591.5% |
| All | +594.4% | -40.5% | +634.9% | +585.6% |
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