+560.6%
ON vs KHC
-41.6%
+602.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +2.4% | -1.8% | +4.2% | +2.9% |
| 30D | -3.3% | -1.9% | -1.4% | -3.0% |
| 3M | -43.6% | +14.4% | -58.0% | -46.6% |
| 6M | +19.0% | +8.7% | +10.2% | +13.8% |
| YTD | +37.4% | +7.8% | +29.6% | +31.3% |
| 1Y | +54.8% | -1.5% | +56.3% | +52.3% |
| 3Y | -25.2% | -9.9% | -15.3% | -25.3% |
| 5Y | +62.7% | -10.7% | +73.5% | +57.8% |
| 10Y | +574.3% | -55.7% | +630.0% | +670.9% |
| All | +560.6% | -41.6% | +602.1% | +516.1% |
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 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