-10.3%
KHC vs AMBA
-54.5%
+44.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -1.8% | -11.0% | +9.2% | -1.9% |
| 30D | -1.9% | -23.2% | +21.3% | -2.1% |
| 3M | +14.4% | -12.7% | +27.1% | +14.3% |
| 6M | +8.7% | +11.2% | -2.5% | +8.8% |
| YTD | +7.8% | -11.2% | +19.0% | +7.9% |
| 1Y | -1.5% | -22.5% | +21.0% | -1.4% |
| 3Y | -9.9% | -1.3% | -8.5% | -10.4% |
| All | -10.3% | -54.5% | +44.2% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling