+1,798.8%
SOXX vs KHC
-42.6%
+1,841.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.5% |
| 7D | +3.0% | -2.5% | +5.6% | +3.6% |
| 30D | -3.1% | +0.5% | -3.7% | -3.4% |
| 3M | -4.4% | +3.0% | -7.4% | -6.0% |
| 6M | +52.9% | +6.6% | +46.3% | +48.4% |
| YTD | +72.0% | +5.8% | +66.2% | +66.6% |
| 1Y | +105.1% | -2.2% | +107.3% | +102.6% |
| 3Y | +220.6% | -12.5% | +233.2% | +220.3% |
| 5Y | +244.8% | -13.6% | +258.4% | +238.2% |
| 10Y | +1,537.1% | -54.7% | +1,591.8% | +1,695.0% |
| All | +1,798.8% | -42.6% | +1,841.4% | +1,708.7% |
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 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