+338.0%
SMH vs KHC
-14.2%
+352.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | 0.0% |
| 7D | +4.3% | -4.8% | +9.1% | +3.9% |
| 30D | +0.9% | +0.3% | +0.6% | +0.9% |
| 3M | -2.8% | +6.7% | -9.5% | -2.4% |
| 6M | +45.6% | +4.2% | +41.5% | +46.3% |
| YTD | +59.5% | +6.7% | +52.7% | +60.5% |
| 1Y | +93.4% | -1.4% | +94.8% | +94.8% |
| 3Y | +287.1% | -11.8% | +298.9% | +286.4% |
| 5Y | +338.0% | -13.4% | +351.4% | +348.6% |
| All | +338.0% | -14.2% | +352.2% | +348.6% |
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 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