+1,537.1%
SOXX vs KHC
-54.1%
+1,591.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.7% |
| 7D | +1.4% | -1.0% | +2.4% | +1.6% |
| 30D | -3.6% | +1.9% | -5.5% | -4.1% |
| 3M | -10.2% | +3.2% | -13.3% | -11.6% |
| 6M | +54.2% | +10.0% | +44.3% | +49.0% |
| YTD | +75.2% | +6.7% | +68.5% | +69.9% |
| 1Y | +107.5% | -0.9% | +108.4% | +104.7% |
| 3Y | +226.8% | -13.6% | +240.3% | +228.2% |
| 5Y | +251.2% | -12.8% | +264.1% | +244.5% |
| All | +1,537.1% | -54.1% | +1,591.2% | +1,546.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling