-24.1%
KHC vs AMIX
-99.9%
+75.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.6% | -0.7% |
| 7D | -1.1% | +11.4% | -12.6% | -1.2% |
| 30D | +8.8% | -40.5% | +49.4% | +8.9% |
| 3M | -1.2% | -80.1% | +78.9% | -1.0% |
| 6M | +4.6% | -74.8% | +79.5% | +4.2% |
| YTD | +5.1% | -84.0% | +89.1% | +4.5% |
| 1Y | +6.2% | -89.7% | +95.9% | +5.5% |
| All | -24.1% | -99.9% | +75.8% | -18.5% |
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