+34.3%
TRV vs KHC
-3.0%
+37.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.1% |
| 7D | -0.1% | -3.3% | +3.2% | +0.2% |
| 30D | -3.4% | -3.4% | 0.0% | -3.0% |
| 3M | +26.4% | +12.6% | +13.8% | +24.4% |
| 6M | +19.3% | +7.0% | +12.3% | +17.9% |
| YTD | +28.3% | +6.1% | +22.3% | +26.8% |
| 1Y | +34.3% | -3.1% | +37.3% | +33.8% |
| All | +34.3% | -3.0% | +37.3% | +33.8% |
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