+816.1%
WDC vs KHC
-41.6%
+857.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.0% |
| 7D | +1.7% | -1.8% | +3.5% | +2.1% |
| 30D | -10.0% | -1.9% | -8.1% | -9.7% |
| 3M | -18.8% | +14.4% | -33.1% | -22.4% |
| 6M | +79.0% | +8.7% | +70.3% | +72.4% |
| YTD | +171.6% | +7.8% | +163.8% | +160.6% |
| 1Y | +417.4% | -1.5% | +418.9% | +408.0% |
| 3Y | +1,251.8% | -9.9% | +1,261.6% | +1,226.2% |
| 5Y | +911.7% | -10.7% | +922.4% | +876.1% |
| 10Y | +1,399.6% | -55.7% | +1,455.3% | +1,570.3% |
| All | +816.1% | -41.6% | +857.6% | +775.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling