-55.6%
KHC vs AMP
+589.3%
-644.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.7% |
| 7D | -1.0% | -0.5% | -0.5% | -0.9% |
| 30D | +1.9% | -1.3% | +3.2% | +2.2% |
| 3M | +3.2% | +24.2% | -21.0% | -2.6% |
| 6M | +10.0% | +24.6% | -14.6% | +3.4% |
| YTD | +6.7% | +14.8% | -8.1% | +2.1% |
| 1Y | -0.9% | +12.8% | -13.7% | -4.9% |
| 3Y | -13.6% | +69.0% | -82.5% | -27.4% |
| 5Y | -12.8% | +124.9% | -137.7% | -35.0% |
| All | -55.6% | +589.3% | -644.9% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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