+16.4%
APH vs KHC
+11.6%
+4.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.8% | -9.9% | -4.7% |
| 7D | -2.4% | +6.6% | -9.0% | +0.1% |
| 30D | -9.5% | +16.5% | -25.9% | -4.5% |
| 3M | -7.6% | -3.0% | -4.6% | -6.7% |
| 6M | +12.4% | +17.4% | -5.0% | +16.9% |
| YTD | +17.5% | +10.3% | +7.2% | +22.3% |
| 1Y | +16.4% | +12.5% | +3.9% | +20.9% |
| All | +16.4% | +11.6% | +4.8% | +20.9% |
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