-5.2%
KHC vs ACHR
-43.7%
+38.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -1.8% | -0.7% | -1.1% | -1.8% |
| 30D | -1.9% | +9.8% | -11.7% | -1.9% |
| 3M | +14.4% | -10.5% | +24.9% | +14.5% |
| 6M | +8.7% | -15.5% | +24.3% | +8.8% |
| YTD | +7.8% | -24.1% | +31.8% | +7.9% |
| 1Y | -1.5% | -32.4% | +30.9% | -1.4% |
| 3Y | -9.9% | -11.6% | +1.8% | -10.6% |
| 5Y | -10.7% | -42.9% | +32.2% | -5.5% |
| All | -5.2% | -43.7% | +38.6% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling