+16.3%
NXPI vs KHC
-9.9%
+26.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.7% | -2.2% | +2.9% | +0.9% |
| 30D | -6.6% | -0.1% | -6.5% | -6.6% |
| 3M | -25.4% | +8.3% | -33.7% | -26.3% |
| 6M | +11.9% | +5.0% | +7.0% | +11.3% |
| YTD | +4.0% | +8.0% | -4.0% | +2.8% |
| 1Y | +1.0% | -1.1% | +2.1% | +1.9% |
| 3Y | +16.3% | -10.7% | +27.0% | +20.5% |
| All | +16.3% | -9.9% | +26.3% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling