-16.2%
KHC vs ACWI
+61.3%
-77.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | -0.1% |
| 7D | -4.6% | -0.7% | -3.9% | -4.5% |
| 30D | +8.1% | -2.0% | +10.1% | +8.5% |
| 3M | 0.0% | -2.2% | +2.2% | +0.4% |
| 6M | +7.9% | +1.9% | +6.1% | +7.2% |
| YTD | +5.3% | +12.0% | -6.7% | +2.0% |
| 1Y | +5.1% | +12.5% | -7.4% | +1.6% |
| 3Y | -12.8% | +75.4% | -88.2% | -25.8% |
| 5Y | -16.2% | +61.5% | -77.7% | -27.6% |
| All | -16.2% | +61.3% | -77.5% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling