+11.9%
ACN vs KHC
+11.6%
+0.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.8% | +0.1% | +2.0% |
| 7D | +8.6% | +6.6% | +2.0% | +5.3% |
| 30D | +36.6% | +16.5% | +20.1% | +27.8% |
| 3M | +56.3% | -3.0% | +59.3% | +57.5% |
| 6M | +49.7% | +17.4% | +32.3% | +44.1% |
| YTD | +1.3% | +10.3% | -9.0% | -0.8% |
| 1Y | +11.9% | +12.5% | -0.5% | +8.5% |
| All | +11.9% | +11.6% | +0.3% | +8.5% |
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 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