+1,035.9%
APH vs KHC
-40.5%
+1,076.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.9% | -9.2% |
| 7D | -12.7% | +5.9% | -18.7% | -13.7% |
| 30D | -19.2% | +14.9% | -34.1% | -21.6% |
| 3M | -16.7% | 0.0% | -16.7% | -17.1% |
| 6M | +5.1% | +16.2% | -11.1% | +0.6% |
| YTD | +6.6% | +9.8% | -3.3% | +2.9% |
| 1Y | +3.9% | +12.1% | -8.2% | -0.2% |
| 3Y | +246.0% | -10.1% | +256.1% | +243.3% |
| 5Y | +268.0% | -13.9% | +281.9% | +264.6% |
| 10Y | +868.2% | -51.9% | +920.1% | +918.0% |
| All | +1,035.9% | -40.5% | +1,076.3% | +994.0% |
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