+1,873.5%
TER vs KHC
-41.6%
+1,915.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.6% |
| 7D | +0.6% | -1.8% | +2.4% | +1.0% |
| 30D | -8.3% | -1.9% | -6.4% | -8.1% |
| 3M | -12.2% | +14.4% | -26.6% | -16.4% |
| 6M | +17.1% | +8.7% | +8.4% | +12.6% |
| YTD | +84.7% | +7.8% | +76.9% | +77.6% |
| 1Y | +199.9% | -1.5% | +201.4% | +194.8% |
| 3Y | +232.8% | -9.9% | +242.6% | +229.6% |
| 5Y | +198.6% | -10.7% | +209.3% | +190.6% |
| 10Y | +1,669.7% | -55.7% | +1,725.4% | +1,875.2% |
| All | +1,873.5% | -41.6% | +1,915.1% | +1,788.0% |
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