-26.3%
APH vs KHC
-3.0%
-23.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.2% | -44.6% | -47.9% |
| 7D | -48.7% | -1.1% | -47.6% | -48.5% |
| 30D | -51.9% | -3.4% | -48.5% | -51.9% |
| 3M | -43.6% | +12.6% | -56.2% | -42.6% |
| 6M | -37.5% | +7.0% | -44.5% | -36.5% |
| YTD | -38.6% | +6.1% | -44.7% | -37.4% |
| 1Y | -26.3% | -3.1% | -23.3% | -24.1% |
| All | -26.3% | -3.0% | -23.3% | -24.1% |
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