+29.3%
V vs KHC
+11.6%
+17.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.8% | +0.1% | +3.4% |
| 7D | +9.0% | +6.6% | +2.4% | +8.2% |
| 30D | +18.1% | +16.5% | +1.6% | +16.4% |
| 3M | +18.3% | -3.0% | +21.3% | +18.2% |
| 6M | +34.1% | +17.4% | +16.7% | +34.2% |
| YTD | +25.2% | +10.3% | +14.9% | +25.3% |
| 1Y | +29.3% | +12.5% | +16.9% | +28.4% |
| All | +29.3% | +11.6% | +17.7% | +28.4% |
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