-54.1%
KHC vs AMC
-98.6%
+44.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.3% | -9.1% | -0.9% |
| 7D | -2.0% | +6.6% | -8.6% | -2.1% |
| 30D | +9.7% | +14.1% | -4.4% | +9.4% |
| 3M | -2.0% | +31.3% | -33.3% | -2.4% |
| 6M | +5.4% | +126.7% | -121.2% | +3.9% |
| YTD | +5.9% | +117.9% | -112.0% | +4.3% |
| 1Y | +7.5% | +41.1% | -33.6% | +6.4% |
| 3Y | -12.4% | -61.0% | +48.6% | -12.5% |
| 5Y | -15.8% | -99.1% | +83.3% | -13.0% |
| 10Y | -54.1% | -98.7% | +44.6% | -57.0% |
| All | -54.1% | -98.6% | +44.5% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling