+1,019.5%
STX vs KHC
-10.4%
+1,029.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.2% |
| 7D | +2.4% | -1.8% | +4.1% | +2.1% |
| 30D | +1.4% | -1.9% | +3.3% | +1.2% |
| 3M | -8.2% | +14.4% | -22.6% | -7.0% |
| 6M | +127.0% | +8.7% | +118.3% | +129.4% |
| YTD | +209.1% | +7.8% | +201.4% | +212.8% |
| 1Y | +365.4% | -1.5% | +366.9% | +373.8% |
| 3Y | +1,135.4% | -9.9% | +1,145.2% | +1,153.9% |
| All | +1,019.5% | -10.4% | +1,029.9% | +1,040.7% |
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 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