-10.1%
KHC vs AMBA
+10.0%
-20.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.4% | +9.0% | -0.6% |
| 7D | +5.9% | -14.6% | +20.5% | +5.7% |
| 30D | +14.9% | -18.8% | +33.7% | +14.6% |
| 3M | 0.0% | -32.6% | +32.6% | -0.5% |
| 6M | +16.2% | -25.8% | +42.0% | +15.9% |
| YTD | +9.8% | -22.1% | +31.9% | +9.7% |
| 1Y | +12.1% | -36.2% | +48.3% | +12.3% |
| All | -10.1% | +10.0% | -20.1% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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