+623.4%
QQQ vs KHC
-41.6%
+664.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +0.4% | -1.8% | +2.1% | +0.7% |
| 30D | +0.2% | -1.9% | +2.1% | +0.6% |
| 3M | -2.8% | +14.4% | -17.2% | -6.6% |
| 6M | +18.0% | +8.7% | +9.3% | +14.6% |
| YTD | +17.3% | +7.8% | +9.5% | +13.9% |
| 1Y | +25.6% | -1.5% | +27.1% | +24.7% |
| 3Y | +93.7% | -9.9% | +103.6% | +93.3% |
| 5Y | +94.2% | -10.7% | +104.9% | +91.2% |
| 10Y | +557.9% | -55.7% | +613.6% | +652.4% |
| All | +623.4% | -41.6% | +664.9% | +608.6% |
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