+1,106.2%
TER vs KHC
-42.1%
+1,148.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.8% | +5.4% | +3.1% |
| 7D | -20.5% | +1.1% | -21.6% | -20.7% |
| 30D | -47.0% | +12.0% | -59.0% | -48.5% |
| 3M | -43.3% | +0.2% | -43.5% | -43.7% |
| 6M | -42.9% | +10.3% | -53.2% | -45.5% |
| YTD | +12.9% | +6.7% | +6.1% | +8.2% |
| 1Y | +18.2% | +10.9% | +7.3% | +11.9% |
| 3Y | +151.8% | -12.6% | +164.4% | +151.1% |
| 5Y | +54.2% | -16.3% | +70.5% | +53.0% |
| 10Y | +908.2% | -53.2% | +961.5% | +984.3% |
| All | +1,106.2% | -42.1% | +1,148.4% | +1,050.9% |
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