+33.3%
PLD vs KHC
-12.7%
+46.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.5% |
| 7D | -0.8% | +1.1% | -1.9% | -1.1% |
| 30D | -0.3% | +12.0% | -12.2% | -3.4% |
| 3M | -8.0% | +0.2% | -8.2% | -8.3% |
| 6M | -9.8% | +10.3% | -20.1% | -13.1% |
| YTD | +1.8% | +6.7% | -5.0% | -1.2% |
| 1Y | +5.6% | +10.9% | -5.3% | +1.0% |
| 3Y | +33.3% | -12.6% | +45.9% | +23.0% |
| All | +33.3% | -12.7% | +46.0% | +23.0% |
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