+2,245.3%
SMH vs KHC
-41.6%
+2,286.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.8% |
| 7D | +2.5% | -1.8% | +4.3% | +2.9% |
| 30D | -0.5% | -1.9% | +1.4% | -0.2% |
| 3M | -9.6% | +14.4% | -24.0% | -13.2% |
| 6M | +42.1% | +8.7% | +33.4% | +37.7% |
| YTD | +57.4% | +7.8% | +49.7% | +52.5% |
| 1Y | +96.2% | -1.5% | +97.7% | +94.2% |
| 3Y | +267.9% | -9.9% | +277.8% | +264.2% |
| 5Y | +327.7% | -10.7% | +338.4% | +315.0% |
| 10Y | +1,764.6% | -55.7% | +1,820.3% | +1,984.3% |
| All | +2,245.3% | -41.6% | +2,286.8% | +2,149.4% |
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