-2.2%
KHC vs AGI
+9.6%
-11.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.7% |
| 7D | -2.5% | -5.3% | +2.7% | -2.3% |
| 30D | +0.5% | +6.8% | -6.2% | +0.1% |
| 3M | +3.0% | +8.3% | -5.3% | +2.7% |
| 6M | +6.6% | -29.2% | +35.9% | +8.8% |
| YTD | +5.8% | -7.3% | +13.0% | +7.4% |
| 1Y | -2.2% | +8.0% | -10.2% | -0.2% |
| All | -2.2% | +9.6% | -11.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling