+9.4%
KHC vs ACI
+21.8%
-12.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +0.8% |
| 7D | -2.2% | -2.6% | +0.4% | -1.8% |
| 30D | -0.1% | +1.1% | -1.2% | -0.3% |
| 3M | +8.3% | -23.6% | +32.0% | +12.7% |
| 6M | +5.0% | -29.9% | +34.9% | +10.7% |
| YTD | +8.0% | -26.9% | +34.9% | +13.0% |
| 1Y | -1.1% | -34.2% | +33.2% | +5.1% |
| 3Y | -10.7% | -43.6% | +32.9% | -3.3% |
| 5Y | -13.5% | -42.4% | +28.9% | -7.8% |
| All | +9.4% | +21.8% | -12.3% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling