+42.6%
UNP vs KHC
+11.6%
+31.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +1.1% |
| 7D | +3.6% | +6.6% | -3.0% | +2.6% |
| 30D | +11.4% | +16.5% | -5.1% | +8.9% |
| 3M | +4.6% | -3.0% | +7.6% | +4.7% |
| 6M | +18.3% | +17.4% | +0.9% | +14.4% |
| YTD | +35.4% | +10.3% | +25.1% | +31.8% |
| 1Y | +42.6% | +12.5% | +30.1% | +37.5% |
| All | +42.6% | +11.6% | +31.0% | +37.5% |
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