+112.6%
SPOT vs KHC
-14.2%
+126.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.1% |
| 7D | -6.5% | -4.8% | -1.7% | -6.6% |
| 30D | +2.2% | +0.3% | +1.9% | +2.2% |
| 3M | +5.4% | +6.7% | -1.3% | +5.8% |
| 6M | -4.0% | +4.2% | -8.2% | -3.7% |
| YTD | -9.9% | +6.7% | -16.7% | -9.4% |
| 1Y | -27.3% | -1.4% | -25.9% | -27.3% |
| 3Y | +236.4% | -11.8% | +248.2% | +231.3% |
| 5Y | +112.6% | -13.4% | +125.9% | +109.8% |
| All | +112.6% | -14.2% | +126.8% | +109.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling