+6.2%
WMT vs KHC
-2.1%
+8.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -2.5% | -2.5% | 0.0% | -2.3% |
| 30D | -6.4% | +0.5% | -7.0% | -6.5% |
| 3M | -12.1% | +3.0% | -15.1% | -12.0% |
| 6M | -15.0% | +6.6% | -21.6% | -15.3% |
| YTD | -4.5% | +5.8% | -10.3% | -4.7% |
| 1Y | +6.2% | -2.2% | +8.4% | +4.8% |
| All | +6.2% | -2.1% | +8.3% | +4.8% |
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