+43.2%
TER vs KHC
+11.6%
+31.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.8% | -10.6% | -3.9% |
| 7D | -19.9% | +6.6% | -26.5% | -15.4% |
| 30D | -43.5% | +16.5% | -60.0% | -36.2% |
| 3M | -37.8% | -3.0% | -34.8% | -37.1% |
| 6M | -25.6% | +17.4% | -42.9% | -16.8% |
| YTD | +29.8% | +10.3% | +19.5% | +43.9% |
| 1Y | +43.2% | +12.5% | +30.7% | +61.5% |
| All | +43.2% | +11.6% | +31.5% | +61.5% |
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