+8.6%
V vs KHC
-2.0%
+10.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -1.1% | -2.2% | +1.1% | -0.9% |
| 30D | +1.9% | -0.1% | +2.0% | +1.9% |
| 3M | +15.5% | +8.3% | +7.2% | +15.2% |
| 6M | +16.6% | +5.0% | +11.7% | +16.2% |
| YTD | +5.7% | +8.0% | -2.3% | +5.9% |
| 1Y | +8.6% | -1.1% | +9.7% | +10.2% |
| All | +8.6% | -2.0% | +10.5% | +10.2% |
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