+552.9%
PLTR vs KHC
-10.4%
+563.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.5% |
| 7D | -6.4% | -1.8% | -4.7% | -6.5% |
| 30D | +10.0% | -1.9% | +11.9% | +9.8% |
| 3M | +23.0% | +14.4% | +8.6% | +25.0% |
| 6M | +13.8% | +8.7% | +5.1% | +15.2% |
| YTD | -1.9% | +7.8% | -9.7% | -0.7% |
| 1Y | +11.6% | -1.5% | +13.2% | +11.9% |
| 3Y | +1,048.4% | -9.9% | +1,058.3% | +1,035.6% |
| All | +552.9% | -10.4% | +563.3% | +583.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling