-20.1%
KHC vs AHR
+364.8%
-384.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -2.2% | -3.4% | +1.2% | -1.9% |
| 30D | -0.1% | -3.8% | +3.7% | +0.2% |
| 3M | +8.3% | +20.1% | -11.7% | +7.2% |
| 6M | +5.0% | +7.1% | -2.1% | +4.4% |
| YTD | +8.0% | +17.2% | -9.2% | +7.0% |
| 1Y | -1.1% | +30.4% | -31.5% | -2.8% |
| All | -20.1% | +364.8% | -384.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling