+282.2%
APH vs KHC
-16.5%
+298.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +6.9% | +3.9% |
| 7D | -5.9% | +1.1% | -7.0% | -5.8% |
| 30D | -14.8% | +12.0% | -26.8% | -14.1% |
| 3M | -12.4% | +0.2% | -12.6% | -12.1% |
| 6M | +8.1% | +10.3% | -2.3% | +8.3% |
| YTD | +10.9% | +6.7% | +4.2% | +11.3% |
| 1Y | +8.8% | +10.9% | -2.1% | +8.9% |
| 3Y | +262.1% | -12.6% | +274.7% | +261.8% |
| All | +282.2% | -16.5% | +298.7% | +296.2% |
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 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