-43.1%
KHC vs APO
+881.5%
-924.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.8% | -1.0% | -0.7% | -1.6% |
| 30D | -1.9% | +3.5% | -5.3% | -2.5% |
| 3M | +14.4% | +4.5% | +9.9% | +13.2% |
| 6M | +8.7% | +22.8% | -14.1% | +4.3% |
| YTD | +7.8% | -6.5% | +14.3% | +8.1% |
| 1Y | -1.5% | +0.8% | -2.3% | -2.9% |
| 3Y | -9.9% | +62.0% | -71.8% | -22.1% |
| 5Y | -10.7% | +138.2% | -149.0% | -32.3% |
| 10Y | -55.7% | +940.3% | -996.0% | -77.9% |
| All | -43.1% | +881.5% | -924.6% | -70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling