+154.5%
TRV vs KHC
-14.2%
+168.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +0.2% | -4.8% | +5.0% | +1.4% |
| 30D | -2.3% | +0.3% | -2.6% | -2.5% |
| 3M | +22.7% | +6.7% | +16.0% | +20.1% |
| 6M | +21.9% | +4.2% | +17.8% | +19.9% |
| YTD | +27.5% | +6.7% | +20.7% | +24.2% |
| 1Y | +36.2% | -1.4% | +37.6% | +35.7% |
| 3Y | +140.6% | -11.8% | +152.4% | +144.6% |
| 5Y | +154.5% | -13.4% | +167.9% | +154.5% |
| All | +154.5% | -14.2% | +168.7% | +154.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling