-53.8%
TEAM vs KHC
-10.2%
-43.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.1% | -7.0% |
| 7D | -5.7% | -2.2% | -3.5% | -5.5% |
| 30D | +18.3% | -0.1% | +18.4% | +18.3% |
| 3M | +80.2% | +8.3% | +71.9% | +80.2% |
| 6M | +111.0% | +5.0% | +106.0% | +111.3% |
| YTD | +8.8% | +8.0% | +0.8% | +9.0% |
| 1Y | +2.2% | -1.1% | +3.3% | +2.4% |
| 3Y | -14.6% | -10.7% | -3.9% | -15.0% |
| 5Y | -53.8% | -13.5% | -40.3% | -48.3% |
| All | -53.8% | -10.2% | -43.6% | -48.3% |
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