-3.1%
KHC vs APA
+94.6%
-97.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +0.9% | -2.2% |
| 7D | -3.3% | +0.5% | -3.8% | -3.3% |
| 30D | -3.4% | +23.4% | -26.8% | -3.8% |
| 3M | +12.6% | +12.7% | -0.1% | +12.5% |
| 6M | +7.0% | +39.4% | -32.4% | +5.0% |
| YTD | +6.1% | +79.0% | -72.9% | +2.5% |
| 1Y | -3.1% | +88.8% | -91.9% | -6.4% |
| All | -3.1% | +94.6% | -97.7% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling