+802.8%
TEAM vs KHC
-42.6%
+845.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.5% |
| 7D | -0.4% | -1.8% | +1.3% | -0.3% |
| 30D | +67.3% | -1.9% | +69.2% | +67.6% |
| 3M | +86.8% | +14.4% | +72.4% | +85.1% |
| 6M | +146.8% | +8.7% | +138.1% | +145.5% |
| YTD | +16.9% | +7.8% | +9.1% | +16.3% |
| 1Y | +12.8% | -1.5% | +14.3% | +12.9% |
| 3Y | -7.3% | -9.9% | +2.6% | -7.1% |
| 5Y | -50.7% | -10.7% | -40.0% | -50.6% |
| 10Y | +529.8% | -55.7% | +585.5% | +613.8% |
| All | +802.8% | -42.6% | +845.3% | +799.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling