+39.2%
XLK vs KHC
-1.6%
+40.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.5% |
| 7D | +0.2% | -1.0% | +1.2% | 0.0% |
| 30D | -0.6% | +1.9% | -2.5% | -0.2% |
| 3M | +2.6% | +3.2% | -0.6% | +3.5% |
| 6M | +34.0% | +10.0% | +24.0% | +36.8% |
| YTD | +30.7% | +6.7% | +24.0% | +33.5% |
| 1Y | +39.2% | -0.9% | +40.1% | +41.6% |
| All | +39.2% | -1.6% | +40.8% | +41.6% |
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