-44.0%
KHC vs AON
+276.5%
-320.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | -3.3% | -3.2% | -0.1% | -2.3% |
| 30D | +9.1% | +21.7% | -12.5% | +2.3% |
| 3M | +1.4% | -5.1% | +6.5% | +2.8% |
| 6M | +8.4% | +5.9% | +2.4% | +5.9% |
| YTD | +6.2% | -4.8% | +11.0% | +6.9% |
| 1Y | +5.7% | -4.1% | +9.7% | +6.0% |
| 3Y | -12.0% | +2.0% | -14.1% | -14.7% |
| 5Y | -15.3% | +15.2% | -30.5% | -22.6% |
| 10Y | -51.8% | +229.5% | -281.4% | -74.5% |
| All | -44.0% | +276.5% | -320.5% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling