+225.9%
ACN vs KHC
-42.1%
+268.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.9% |
| 7D | +0.9% | +1.1% | -0.2% | +0.5% |
| 30D | +33.5% | +12.0% | +21.6% | +29.2% |
| 3M | +53.5% | +0.2% | +53.3% | +53.3% |
| 6M | +52.2% | +10.3% | +41.9% | +48.2% |
| YTD | -0.1% | +6.7% | -6.8% | -2.2% |
| 1Y | +11.0% | +10.9% | +0.2% | +7.4% |
| 3Y | -11.8% | -12.6% | +0.8% | -9.8% |
| 5Y | -22.8% | -16.3% | -6.5% | -21.1% |
| 10Y | +162.4% | -53.2% | +215.7% | +189.6% |
| All | +225.9% | -42.1% | +268.1% | +223.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling