-54.3%
KHC vs ASX
+754.3%
-808.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.2% | -3.2% |
| 7D | +1.1% | -19.9% | +21.0% | +2.3% |
| 30D | +12.0% | -30.9% | +42.8% | +14.1% |
| 3M | +0.2% | -15.1% | +15.3% | +0.3% |
| 6M | +10.3% | -6.5% | +16.8% | +8.2% |
| YTD | +6.7% | +98.4% | -91.7% | -4.0% |
| 1Y | +10.9% | +107.9% | -97.0% | -0.9% |
| 3Y | -12.6% | +325.3% | -337.9% | -30.7% |
| 5Y | -16.3% | +447.3% | -463.6% | -38.0% |
| All | -54.3% | +754.3% | -808.6% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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