-24.0%
KHC vs AMIX
-100.0%
+76.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -20.0% | +20.1% | +0.1% |
| 7D | -4.6% | -8.1% | +3.5% | -4.6% |
| 30D | +8.1% | -52.3% | +60.4% | +8.2% |
| 3M | 0.0% | -83.8% | +83.8% | +0.3% |
| 6M | +7.9% | -79.0% | +86.9% | +7.5% |
| YTD | +5.3% | -87.2% | +92.4% | +4.7% |
| 1Y | +5.1% | -91.7% | +96.8% | +4.4% |
| All | -24.0% | -100.0% | +76.0% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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