+43.4%
SMH vs KHC
+11.6%
+31.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.8% | -6.5% | -1.0% |
| 7D | -11.2% | +6.6% | -17.8% | -8.3% |
| 30D | -20.4% | +16.5% | -36.9% | -14.5% |
| 3M | -12.4% | -3.0% | -9.4% | -12.3% |
| 6M | -0.5% | +17.4% | -17.9% | +7.0% |
| YTD | +40.0% | +10.3% | +29.7% | +50.1% |
| 1Y | +43.4% | +12.5% | +30.9% | +54.7% |
| All | +43.4% | +11.6% | +31.8% | +54.7% |
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