+60.3%
SCHD vs KHC
-14.0%
+74.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -3.1% | -2.5% | -0.6% | -2.5% |
| 30D | -0.8% | +0.5% | -1.3% | -1.0% |
| 3M | +6.2% | +3.0% | +3.2% | +5.1% |
| 6M | +11.8% | +6.6% | +5.2% | +9.4% |
| YTD | +26.0% | +5.8% | +20.2% | +23.3% |
| 1Y | +28.1% | -2.2% | +30.4% | +28.1% |
| 3Y | +54.6% | -12.5% | +67.1% | +57.3% |
| 5Y | +60.3% | -13.6% | +73.9% | +63.1% |
| All | +60.3% | -14.0% | +74.3% | +63.1% |
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