+47.6%
ON vs KHC
+8.5%
+39.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -2.3% |
| 7D | +12.2% | +2.0% | +10.2% | +13.6% |
| 30D | -3.1% | +10.6% | -13.8% | +2.5% |
| 3M | -12.9% | +0.5% | -13.4% | -11.5% |
| 6M | -38.6% | +12.1% | -50.6% | -33.9% |
| YTD | +31.2% | +8.9% | +22.3% | +43.7% |
| 1Y | +47.6% | +7.5% | +40.2% | +63.5% |
| All | +47.6% | +8.5% | +39.2% | +63.5% |
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