+593.1%
QQQ vs KHC
-42.4%
+635.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +6.4% | -3.3% | +9.7% | +7.1% |
| 30D | -7.5% | +9.1% | -16.6% | -9.6% |
| 3M | -4.8% | +1.4% | -6.2% | -5.5% |
| 6M | -2.5% | +8.4% | -10.8% | -5.3% |
| YTD | +12.4% | +6.2% | +6.2% | +9.2% |
| 1Y | +11.3% | +5.7% | +5.6% | +8.2% |
| 3Y | +85.0% | -12.0% | +97.0% | +85.5% |
| 5Y | +79.6% | -15.3% | +95.0% | +79.4% |
| 10Y | +535.9% | -51.8% | +587.8% | +594.3% |
| All | +593.1% | -42.4% | +635.6% | +579.4% |
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