-49.9%
KHC vs AMCR
+18.6%
-68.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.0% | -2.4% | +4.4% | +2.8% |
| 30D | +10.6% | +3.6% | +7.0% | +9.4% |
| 3M | +0.5% | -4.2% | +4.7% | +1.8% |
| 6M | +12.1% | +15.5% | -3.5% | +7.0% |
| YTD | +8.9% | +9.7% | -0.8% | +4.8% |
| 1Y | +7.5% | +8.3% | -0.8% | +3.9% |
| 3Y | -10.7% | +15.4% | -26.1% | -16.5% |
| 5Y | -13.2% | -9.1% | -4.1% | -13.5% |
| All | -49.9% | +18.6% | -68.5% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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