-4.2%
KHC vs ACHR
-60.3%
+56.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.9% | +9.5% | +2.6% |
| 7D | +2.0% | -9.2% | +11.3% | +2.0% |
| 30D | +10.6% | -1.0% | +11.6% | +10.6% |
| 3M | +0.5% | -42.2% | +42.7% | +0.7% |
| 6M | +12.1% | -38.2% | +50.2% | +12.3% |
| YTD | +8.9% | -46.4% | +55.3% | +9.1% |
| 1Y | +7.5% | -49.4% | +56.9% | +7.7% |
| 3Y | -10.7% | -22.5% | +11.8% | -11.4% |
| 5Y | -13.2% | -29.8% | +16.6% | -12.4% |
| All | -4.2% | -60.3% | +56.1% | +5.7% |
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