-53.7%
KHC vs APO
+950.2%
-1,004.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -0.1% | +3.9% | -4.0% | -0.8% |
| 3M | +8.3% | +3.8% | +4.6% | +7.4% |
| 6M | +5.0% | +22.3% | -17.3% | +0.9% |
| YTD | +8.0% | -7.8% | +15.8% | +8.6% |
| 1Y | -1.1% | -0.3% | -0.8% | -2.3% |
| 3Y | -10.7% | +57.1% | -67.8% | -22.2% |
| 5Y | -13.5% | +137.0% | -150.5% | -34.3% |
| All | -53.7% | +950.2% | -1,004.0% | -73.9% |
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