-22.5%
ACN vs KHC
-16.5%
-6.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.9% |
| 7D | +0.9% | +1.1% | -0.2% | +0.6% |
| 30D | +33.5% | +12.0% | +21.6% | +29.7% |
| 3M | +53.5% | +0.2% | +53.3% | +53.3% |
| 6M | +52.2% | +10.3% | +41.9% | +49.3% |
| YTD | -0.1% | +6.7% | -6.8% | -1.5% |
| 1Y | +11.0% | +10.9% | +0.2% | +8.6% |
| 3Y | -11.8% | -12.6% | +0.8% | -10.6% |
| All | -22.5% | -16.5% | -6.0% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling