-52.3%
KHC vs AEIS
+375.1%
-427.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.3% | -0.2% |
| 7D | -4.6% | +9.5% | -14.1% | -5.3% |
| 30D | +8.1% | -17.5% | +25.6% | +9.3% |
| 3M | 0.0% | -29.3% | +29.3% | +2.2% |
| 6M | +7.9% | -34.7% | +42.6% | +10.1% |
| YTD | +5.3% | +10.7% | -5.5% | -0.2% |
| 1Y | +5.1% | +7.4% | -2.3% | -0.1% |
| 3Y | -12.8% | +161.1% | -173.9% | -28.5% |
| 5Y | -16.2% | +150.7% | -166.9% | -32.7% |
| 10Y | -52.3% | +360.8% | -413.1% | -69.6% |
| All | -52.3% | +375.1% | -427.4% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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