+303.8%
APH vs KHC
-16.6%
+320.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -1.0% |
| 7D | -5.0% | -1.1% | -3.9% | -5.1% |
| 30D | -8.4% | +8.8% | -17.2% | -7.8% |
| 3M | -4.5% | -1.2% | -3.3% | -4.3% |
| 6M | +25.3% | +4.6% | +20.6% | +25.4% |
| YTD | +18.9% | +5.1% | +13.8% | +19.1% |
| 1Y | +11.9% | +6.2% | +5.7% | +12.0% |
| 3Y | +278.0% | -12.9% | +290.9% | +276.4% |
| All | +303.8% | -16.6% | +320.5% | +314.7% |
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