-49.9%
KHC vs APO
+837.1%
-887.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +2.3% |
| 7D | +2.0% | +5.8% | -3.7% | +1.1% |
| 30D | +10.6% | +8.9% | +1.7% | +9.0% |
| 3M | +0.5% | -13.6% | +14.2% | +2.7% |
| 6M | +12.1% | -5.4% | +17.4% | +12.5% |
| YTD | +8.9% | -13.6% | +22.5% | +10.5% |
| 1Y | +7.5% | -2.5% | +10.0% | +6.6% |
| 3Y | -10.7% | +50.9% | -61.6% | -21.9% |
| 5Y | -13.2% | +81.4% | -94.6% | -29.3% |
| All | -49.9% | +837.1% | -887.0% | -72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling