+6.2%
KHC vs ATI
+85.0%
-78.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.9% |
| 7D | -1.1% | +1.3% | -2.5% | -0.8% |
| 30D | +8.8% | -4.8% | +13.6% | +8.6% |
| 3M | -1.2% | -19.9% | +18.7% | -3.4% |
| 6M | +4.6% | +15.4% | -10.7% | +4.3% |
| YTD | +5.1% | +59.2% | -54.1% | +6.4% |
| 1Y | +6.2% | +86.3% | -80.0% | +7.1% |
| All | +6.2% | +85.0% | -78.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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