-14.8%
KHC vs APO
+67.1%
-81.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.8% |
| 7D | +1.1% | +0.8% | +0.3% | +1.1% |
| 30D | +12.0% | +1.0% | +10.9% | +11.9% |
| 3M | +0.2% | -8.4% | +8.6% | +0.4% |
| 6M | +10.3% | -9.1% | +19.4% | +10.6% |
| YTD | +6.7% | -18.3% | +25.1% | +7.3% |
| 1Y | +10.9% | -8.0% | +18.8% | +11.0% |
| 3Y | -12.6% | +47.1% | -59.7% | -15.1% |
| All | -14.8% | +67.1% | -81.9% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling