-6.0%
U vs KHC
-2.0%
-4.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +4.5% | -2.2% | +6.7% | +4.3% |
| 30D | -0.6% | -0.1% | -0.5% | -0.7% |
| 3M | +48.4% | +8.3% | +40.1% | +49.0% |
| 6M | +115.4% | +5.0% | +110.4% | +110.1% |
| YTD | -3.2% | +8.0% | -11.2% | -1.5% |
| 1Y | -6.0% | -1.1% | -4.9% | -7.7% |
| All | -6.0% | -2.0% | -4.1% | -7.7% |
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