-12.9%
SNPS vs KHC
-9.8%
-3.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -1.3% |
| 7D | +1.1% | +2.0% | -1.0% | +1.3% |
| 30D | -5.2% | +10.6% | -15.8% | -4.2% |
| 3M | +10.6% | +0.5% | +10.0% | +11.2% |
| 6M | -10.6% | +12.1% | -22.7% | -9.7% |
| YTD | -3.1% | +8.9% | -12.0% | -1.6% |
| 1Y | +15.6% | +7.5% | +8.1% | +17.4% |
| 3Y | -12.9% | -10.7% | -2.2% | -15.2% |
| All | -12.9% | -9.8% | -3.1% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling