-43.1%
KHC vs ASX
+892.1%
-935.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -1.8% | -0.7% | -1.0% | -1.7% |
| 30D | -1.9% | +2.0% | -3.9% | -2.1% |
| 3M | +14.4% | -1.3% | +15.7% | +13.4% |
| 6M | +8.7% | +71.4% | -62.7% | +0.8% |
| YTD | +7.8% | +135.3% | -127.5% | -4.0% |
| 1Y | -1.5% | +267.5% | -269.0% | -17.4% |
| 3Y | -9.9% | +388.5% | -398.3% | -29.2% |
| 5Y | -10.7% | +417.1% | -427.8% | -31.8% |
| 10Y | -55.7% | +872.7% | -928.4% | -72.8% |
| All | -43.1% | +892.1% | -935.2% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling