+5.7%
KHC vs APD
+23.7%
-18.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.8% |
| 7D | -3.3% | +2.2% | -5.5% | -3.4% |
| 30D | +9.1% | +9.4% | -0.3% | +8.9% |
| 3M | +1.4% | +4.7% | -3.3% | +1.2% |
| 6M | +8.4% | +5.5% | +2.9% | +9.0% |
| YTD | +6.2% | +31.4% | -25.2% | +6.0% |
| 1Y | +5.7% | +24.1% | -18.4% | +6.0% |
| All | +5.7% | +23.7% | -18.0% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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