-10.7%
KHC vs AEIS
+173.5%
-184.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | +0.3% |
| 7D | -2.2% | +8.1% | -10.3% | -1.9% |
| 30D | -0.1% | -11.1% | +11.1% | -0.4% |
| 3M | +8.3% | -5.6% | +14.0% | +8.2% |
| 6M | +5.0% | -0.6% | +5.6% | +4.6% |
| YTD | +8.0% | +38.0% | -30.0% | +6.6% |
| 1Y | -1.1% | +87.2% | -88.3% | -3.9% |
| 3Y | -10.7% | +179.7% | -190.4% | -17.3% |
| All | -10.7% | +173.5% | -184.3% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling