+7.8%
PLD vs KHC
+7.4%
+0.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.9% |
| 7D | +0.7% | -2.0% | +2.7% | +1.0% |
| 30D | +0.8% | +9.7% | -8.8% | -0.4% |
| 3M | -6.1% | -2.0% | -4.1% | -6.0% |
| 6M | -8.0% | +5.4% | -13.4% | -8.8% |
| YTD | +4.7% | +5.9% | -1.3% | +3.5% |
| All | +7.8% | +7.4% | +0.4% | +6.2% |
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