+1,744.2%
TER vs KHC
-55.7%
+1,799.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | +11.0% | -2.2% | +13.2% | +11.4% |
| 30D | -1.9% | -0.1% | -1.8% | -2.0% |
| 3M | -0.7% | +8.3% | -9.0% | -3.6% |
| 6M | +36.4% | +5.0% | +31.4% | +33.0% |
| YTD | +92.4% | +8.0% | +84.5% | +85.7% |
| 1Y | +213.5% | -1.1% | +214.6% | +208.6% |
| 3Y | +277.2% | -10.7% | +288.0% | +275.7% |
| 5Y | +219.1% | -13.5% | +232.6% | +215.4% |
| 10Y | +1,744.2% | -55.4% | +1,799.7% | +1,781.7% |
| All | +1,744.2% | -55.7% | +1,799.9% | +1,781.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling