+30.3%
SCHD vs KHC
-3.0%
+33.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.4% |
| 7D | -0.3% | -3.3% | +3.0% | +0.3% |
| 30D | +3.4% | -3.4% | +6.9% | +4.0% |
| 3M | +7.6% | +12.6% | -5.0% | +5.7% |
| 6M | +12.2% | +7.0% | +5.1% | +11.0% |
| YTD | +29.0% | +6.1% | +22.9% | +27.7% |
| 1Y | +30.3% | -3.1% | +33.4% | +31.6% |
| All | +30.3% | -3.0% | +33.3% | +31.6% |
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 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