-56.0%
KHC vs APTV
-15.8%
-40.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.5% | -1.2% |
| 7D | -2.5% | -1.8% | -0.7% | -2.3% |
| 30D | +0.5% | -7.9% | +8.4% | +1.5% |
| 3M | +3.0% | -29.9% | +33.0% | +7.5% |
| 6M | +6.6% | -36.6% | +43.2% | +12.2% |
| YTD | +5.8% | -40.0% | +45.7% | +11.8% |
| 1Y | -2.2% | -44.0% | +41.8% | +4.3% |
| 3Y | -12.5% | -54.5% | +42.0% | -5.7% |
| 5Y | -13.6% | -68.8% | +55.2% | -3.4% |
| All | -56.0% | -15.8% | -40.2% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded APTV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling