-44.5%
KHC vs APO
+801.2%
-845.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.8% |
| 7D | -1.1% | +8.1% | -9.2% | -2.5% |
| 30D | +8.8% | +3.4% | +5.4% | +8.1% |
| 3M | -1.2% | -6.6% | +5.4% | -0.3% |
| 6M | +4.6% | -7.1% | +11.7% | +5.4% |
| YTD | +5.1% | -14.1% | +19.3% | +6.8% |
| 1Y | +6.2% | -4.7% | +10.9% | +5.8% |
| 3Y | -12.9% | +51.3% | -64.2% | -24.0% |
| 5Y | -16.8% | +82.7% | -99.5% | -32.5% |
| 10Y | -52.4% | +845.7% | -898.1% | -75.9% |
| All | -44.5% | +801.2% | -845.7% | -71.0% |
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 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