-1.1%
KHC vs ALHC
-14.5%
+13.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -2.2% | -1.0% | -1.3% | -2.2% |
| 30D | -0.1% | -6.3% | +6.2% | 0.0% |
| 3M | +8.3% | -12.3% | +20.7% | +8.6% |
| 6M | +5.0% | -27.0% | +32.0% | +5.4% |
| YTD | +8.0% | -31.8% | +39.8% | +7.3% |
| 1Y | -1.1% | -17.0% | +15.9% | -1.8% |
| All | -1.1% | -14.5% | +13.4% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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