+18.4%
U vs KHC
+11.6%
+6.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.8% | +1.1% | +5.3% |
| 7D | +7.5% | +6.6% | +0.9% | +8.2% |
| 30D | -7.0% | +16.5% | -23.5% | -5.6% |
| 3M | +20.6% | -3.0% | +23.5% | +21.4% |
| 6M | +53.2% | +17.4% | +35.8% | +56.9% |
| YTD | -3.9% | +10.3% | -14.2% | 0.0% |
| 1Y | +18.4% | +12.5% | +5.9% | +24.5% |
| All | +18.4% | +11.6% | +6.7% | +24.5% |
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 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