+148.1%
TRV vs KHC
-9.8%
+157.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.6% |
| 7D | +2.0% | +2.0% | 0.0% | +1.5% |
| 30D | +6.7% | +10.6% | -3.9% | +4.1% |
| 3M | +9.4% | +0.5% | +8.8% | +8.9% |
| 6M | +37.7% | +12.1% | +25.7% | +33.3% |
| YTD | +40.6% | +8.9% | +31.7% | +36.5% |
| 1Y | +42.4% | +7.5% | +34.9% | +38.8% |
| 3Y | +148.1% | -10.7% | +158.8% | +149.6% |
| All | +148.1% | -9.8% | +157.9% | +149.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling