-12.4%
KHC vs ACWI
+74.5%
-86.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -1.1% |
| 7D | -2.0% | +0.3% | -2.4% | -2.1% |
| 30D | +9.7% | -2.8% | +12.5% | +10.1% |
| 3M | -2.0% | -3.2% | +1.1% | -1.6% |
| 6M | +5.4% | +1.3% | +4.1% | +4.9% |
| YTD | +5.9% | +11.2% | -5.3% | +3.1% |
| 1Y | +7.5% | +13.8% | -6.3% | +3.9% |
| 3Y | -12.4% | +76.2% | -88.6% | -22.3% |
| All | -12.4% | +74.5% | -86.9% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling