-54.3%
KHC vs APO
+943.6%
-997.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -1.1% |
| 7D | -4.8% | -1.0% | -3.8% | -4.6% |
| 30D | +0.3% | -0.4% | +0.7% | +0.3% |
| 3M | +6.7% | -0.9% | +7.6% | +6.6% |
| 6M | +4.2% | +22.1% | -18.0% | +0.1% |
| YTD | +6.7% | -8.4% | +15.1% | +7.4% |
| 1Y | -1.4% | -0.9% | -0.5% | -2.5% |
| 3Y | -11.8% | +56.1% | -67.9% | -23.1% |
| 5Y | -13.4% | +136.0% | -149.4% | -34.1% |
| 10Y | -54.3% | +949.3% | -1,003.6% | -74.2% |
| All | -54.3% | +943.6% | -997.9% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded APO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling