-16.2%
KHC vs AMC
-99.1%
+82.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | -4.6% | -2.8% | -1.8% | -4.6% |
| 30D | +8.1% | +14.0% | -5.9% | +8.0% |
| 3M | 0.0% | +42.5% | -42.5% | -0.3% |
| 6M | +7.9% | +142.6% | -134.6% | +7.0% |
| YTD | +5.3% | +119.2% | -114.0% | +4.3% |
| 1Y | +5.1% | +40.7% | -35.6% | +4.5% |
| 3Y | -12.8% | -57.3% | +44.5% | -13.1% |
| 5Y | -16.2% | -99.1% | +82.9% | -13.3% |
| All | -16.2% | -99.1% | +82.9% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling