+89.4%
STM vs KHC
+7.4%
+82.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.5% | +6.4% |
| 7D | -5.6% | -2.0% | -3.5% | -6.2% |
| 30D | -14.4% | +9.7% | -24.1% | -10.9% |
| 3M | -20.5% | -2.0% | -18.5% | -19.8% |
| 6M | -24.5% | +5.4% | -29.9% | -21.7% |
| YTD | +72.7% | +5.9% | +66.8% | +82.0% |
| All | +89.4% | +7.4% | +82.0% | +99.4% |
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