-6.6%
KHC vs ACHR
-57.3%
+50.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -10.9% | +11.8% | +0.9% |
| 7D | -3.3% | +11.9% | -15.2% | -3.3% |
| 30D | +9.1% | -2.5% | +11.6% | +9.2% |
| 3M | +1.4% | -31.2% | +32.6% | +1.5% |
| 6M | +8.4% | -32.2% | +40.6% | +8.5% |
| YTD | +6.2% | -42.4% | +48.6% | +6.4% |
| 1Y | +5.7% | -49.9% | +55.6% | +5.9% |
| 3Y | -12.0% | -12.9% | +0.8% | -12.7% |
| 5Y | -15.3% | -24.6% | +9.2% | -14.6% |
| All | -6.6% | -57.3% | +50.8% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling