-14.8%
KHC vs AMBA
-70.4%
+55.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.1% | -8.9% | -2.7% |
| 7D | +1.1% | -7.2% | +8.3% | +1.0% |
| 30D | +12.0% | -10.4% | +22.3% | +11.8% |
| 3M | +0.2% | -30.1% | +30.3% | -0.2% |
| 6M | +10.3% | -22.4% | +32.8% | +10.3% |
| YTD | +6.7% | -17.3% | +24.1% | +6.8% |
| 1Y | +10.9% | -35.4% | +46.2% | +11.0% |
| 3Y | -12.6% | +18.6% | -31.3% | -13.0% |
| All | -14.8% | -70.4% | +55.6% | -18.1% |
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