+33.9%
TER vs KHC
+7.4%
+26.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.8% | +13.5% | +12.1% |
| 7D | -5.8% | -2.0% | -3.7% | -6.9% |
| 30D | -38.9% | +9.7% | -48.6% | -33.9% |
| 3M | -35.1% | -2.0% | -33.1% | -34.2% |
| 6M | -31.6% | +5.4% | -37.0% | -26.8% |
| YTD | +27.2% | +5.9% | +21.3% | +36.5% |
| All | +33.9% | +7.4% | +26.5% | +44.6% |
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