-11.4%
TEAM vs KHC
-12.7%
+1.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.8% | -13.4% | -15.8% |
| 7D | -19.8% | +1.1% | -21.0% | -19.8% |
| 30D | -21.5% | +12.0% | -33.5% | -22.4% |
| 3M | +39.5% | +0.2% | +39.3% | +39.5% |
| 6M | +73.1% | +10.3% | +62.7% | +74.1% |
| YTD | -5.2% | +6.7% | -12.0% | -4.3% |
| 1Y | -1.6% | +10.9% | -12.4% | -0.6% |
| 3Y | -11.4% | -12.6% | +1.2% | -9.1% |
| All | -11.4% | -12.7% | +1.3% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling