+5.5%
SNOW vs KHC
-10.2%
+15.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +4.9% | -2.2% | +7.1% | +4.7% |
| 30D | +1.5% | -0.1% | +1.6% | +1.5% |
| 3M | +39.5% | +8.3% | +31.2% | +40.4% |
| 6M | +85.9% | +5.0% | +80.9% | +87.2% |
| YTD | +52.9% | +8.0% | +44.9% | +54.6% |
| 1Y | +48.1% | -1.1% | +49.2% | +48.9% |
| 3Y | +102.2% | -10.7% | +112.9% | +102.8% |
| 5Y | +5.5% | -13.5% | +19.0% | +11.7% |
| All | +5.5% | -10.2% | +15.7% | +11.7% |
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 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