+88.5%
WDC vs KHC
+8.5%
+80.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -2.6% |
| 7D | +12.1% | +2.0% | +10.1% | +14.5% |
| 30D | -18.8% | +10.6% | -29.4% | -9.6% |
| 3M | -39.3% | +0.5% | -39.8% | -37.2% |
| 6M | -40.1% | +12.1% | -52.2% | -31.2% |
| YTD | +71.8% | +8.9% | +62.9% | +99.8% |
| 1Y | +88.5% | +7.5% | +81.0% | +116.7% |
| All | +88.5% | +8.5% | +80.0% | +116.7% |
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