-55.6%
KHC vs APTV
-18.0%
-37.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.8% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | +0.3% | -10.6% | +10.9% | +1.7% |
| 3M | +6.7% | -35.0% | +41.7% | +12.5% |
| 6M | +4.2% | -38.9% | +43.1% | +10.1% |
| YTD | +6.7% | -41.5% | +48.2% | +13.2% |
| 1Y | -1.4% | -45.8% | +44.4% | +5.6% |
| 3Y | -11.8% | -55.7% | +43.9% | -4.6% |
| 5Y | -13.4% | -70.1% | +56.8% | -2.4% |
| All | -55.6% | -18.0% | -37.6% | -59.1% |
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