-43.7%
KHC vs AMC
-98.6%
+54.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.8% | -2.8% |
| 7D | +1.1% | +2.6% | -1.5% | +1.1% |
| 30D | +12.0% | +9.0% | +2.9% | +11.8% |
| 3M | +0.2% | +22.2% | -22.0% | -0.2% |
| 6M | +10.3% | +91.5% | -81.1% | +8.9% |
| YTD | +6.7% | +101.3% | -94.5% | +5.1% |
| 1Y | +10.9% | +20.8% | -9.9% | +10.0% |
| 3Y | -12.6% | -71.3% | +58.7% | -12.3% |
| 5Y | -16.3% | -99.2% | +83.0% | -13.0% |
| 10Y | -53.2% | -98.7% | +45.5% | -52.9% |
| All | -43.7% | -98.6% | +54.9% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling