-23.8%
SPOT vs KHC
-1.6%
-22.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -3.1% | -1.0% | -2.1% | -2.9% |
| 30D | +7.4% | +1.9% | +5.5% | +7.1% |
| 3M | +8.2% | +3.2% | +5.0% | +7.8% |
| 6M | +2.2% | +10.0% | -7.8% | +1.7% |
| YTD | -9.5% | +6.7% | -16.2% | -9.1% |
| 1Y | -23.8% | -0.9% | -22.9% | -24.9% |
| All | -23.8% | -1.6% | -22.3% | -24.9% |
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