+12.5%
KHC vs AS
+3.3%
+9.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.1% | -1.4% | +3.3% |
| 7D | +6.6% | +13.8% | -7.2% | +5.5% |
| 30D | +16.5% | +16.7% | -0.2% | +15.0% |
| 3M | -3.0% | -11.5% | +8.5% | -2.0% |
| 6M | +17.4% | -5.5% | +22.9% | +18.0% |
| YTD | +10.3% | -14.2% | +24.5% | +11.2% |
| 1Y | +12.5% | +2.1% | +10.4% | +11.1% |
| All | +12.5% | +3.3% | +9.1% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling