-13.4%
KHC vs ACHR
-44.8%
+31.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.7% | +4.5% | -1.2% |
| 7D | -4.8% | -2.7% | -2.1% | -4.8% |
| 30D | +0.3% | -12.1% | +12.4% | +0.3% |
| 3M | +6.7% | +3.4% | +3.3% | +6.8% |
| 6M | +4.2% | -15.6% | +19.8% | +4.2% |
| YTD | +6.7% | -26.9% | +33.6% | +6.8% |
| 1Y | -1.4% | -34.8% | +33.3% | -1.4% |
| 3Y | -11.8% | -19.2% | +7.5% | -12.0% |
| 5Y | -13.4% | -43.8% | +30.4% | -12.3% |
| All | -13.4% | -44.8% | +31.5% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling