-56.0%
KHC vs AON
+209.9%
-265.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.2% |
| 7D | -2.5% | -5.9% | +3.4% | -0.7% |
| 30D | +0.5% | -13.7% | +14.2% | +5.0% |
| 3M | +3.0% | -8.3% | +11.3% | +5.6% |
| 6M | +6.6% | -3.6% | +10.3% | +7.4% |
| YTD | +5.8% | -12.4% | +18.1% | +9.4% |
| 1Y | -2.2% | -14.6% | +12.4% | +1.8% |
| 3Y | -12.5% | -5.7% | -6.8% | -12.7% |
| 5Y | -13.6% | +9.1% | -22.7% | -19.4% |
| All | -56.0% | +209.9% | -265.9% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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