-14.3%
AAOI vs KHC
+3.4%
-17.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -5.3% |
| 7D | +2.9% | -2.5% | +5.4% | 0.0% |
| 30D | -23.1% | +0.5% | -23.6% | -21.8% |
| 3M | -41.0% | +3.0% | -44.1% | -37.2% |
| 6M | -14.3% | +6.6% | -20.9% | -5.2% |
| All | -14.3% | +3.4% | -17.6% | -5.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling