-7.6%
SPOT vs KHC
+5.9%
-13.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.1% |
| 7D | -2.6% | -3.3% | +0.7% | -1.4% |
| 30D | +13.5% | +9.1% | +4.3% | +10.9% |
| 3M | +22.2% | +1.4% | +20.9% | +21.6% |
| 6M | +38.3% | +8.4% | +30.0% | +36.5% |
| YTD | +3.1% | +6.2% | -3.1% | +3.0% |
| 1Y | -7.6% | +5.7% | -13.3% | -8.2% |
| All | -7.6% | +5.9% | -13.5% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling