-51.2%
KHC vs APTV
-27.3%
-23.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | -3.3% | -5.0% | +1.7% | -2.7% |
| 30D | +9.1% | -12.3% | +21.5% | +11.0% |
| 3M | +1.4% | -19.9% | +21.3% | +4.2% |
| 6M | +8.4% | -29.4% | +37.7% | +12.3% |
| YTD | +6.2% | -49.0% | +55.2% | +14.5% |
| 1Y | +5.7% | -53.1% | +58.8% | +15.2% |
| 3Y | -12.0% | -48.9% | +36.8% | -7.0% |
| 5Y | -15.3% | -77.2% | +61.9% | -0.4% |
| All | -51.2% | -27.3% | -23.9% | -53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling