-3.1%
KHC vs ACI
-32.3%
+29.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | -3.4% | +5.9% | -9.3% | -4.7% |
| 3M | +12.6% | -19.8% | +32.4% | +17.2% |
| 6M | +7.0% | -24.7% | +31.8% | +13.3% |
| YTD | +6.1% | -24.4% | +30.5% | +11.8% |
| 1Y | -3.1% | -31.5% | +28.4% | +5.6% |
| All | -3.1% | -32.3% | +29.3% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling