+419.1%
TRV vs KHC
-41.0%
+460.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.8% |
| 7D | +2.0% | +2.0% | 0.0% | +1.4% |
| 30D | +6.7% | +10.6% | -3.9% | +3.5% |
| 3M | +9.4% | +0.5% | +8.8% | +8.9% |
| 6M | +37.7% | +12.1% | +25.7% | +32.2% |
| YTD | +40.6% | +8.9% | +31.7% | +35.5% |
| 1Y | +42.4% | +7.5% | +34.9% | +37.8% |
| 3Y | +148.1% | -10.7% | +158.8% | +151.5% |
| 5Y | +181.7% | -13.2% | +194.8% | +184.6% |
| 10Y | +352.6% | -50.6% | +403.2% | +381.5% |
| All | +419.1% | -41.0% | +460.1% | +414.0% |
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