+462.3%
ON vs KHC
-42.1%
+504.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.2% |
| 7D | -11.7% | +1.1% | -12.8% | -12.0% |
| 30D | -23.3% | +12.0% | -35.2% | -25.9% |
| 3M | -19.2% | +0.2% | -19.3% | -19.7% |
| 6M | -40.1% | +10.3% | -50.5% | -43.1% |
| YTD | +16.9% | +6.7% | +10.2% | +11.6% |
| 1Y | +29.7% | +10.9% | +18.9% | +22.2% |
| 3Y | -4.4% | -12.6% | +8.2% | -3.8% |
| 5Y | +7.1% | -16.3% | +23.4% | +6.2% |
| 10Y | +447.2% | -53.2% | +500.4% | +500.9% |
| All | +462.3% | -42.1% | +504.4% | +423.6% |
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