-16.8%
KHC vs ACHR
-21.2%
+4.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | -0.7% |
| 7D | -1.1% | +14.0% | -15.2% | -1.1% |
| 30D | +8.8% | -5.0% | +13.9% | +8.9% |
| 3M | -1.2% | -24.8% | +23.5% | -1.2% |
| 6M | +4.6% | -27.3% | +32.0% | +4.7% |
| YTD | +5.1% | -37.4% | +42.5% | +5.2% |
| 1Y | +6.2% | -44.3% | +50.5% | +6.3% |
| 3Y | -12.9% | -5.2% | -7.7% | -12.9% |
| 5Y | -16.8% | -20.8% | +4.1% | -14.9% |
| All | -16.8% | -21.2% | +4.5% | -14.9% |
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