-3.1%
KHC vs AU
+100.5%
-103.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -2.2% |
| 7D | -3.3% | -3.6% | +0.3% | -3.2% |
| 30D | -3.4% | +23.9% | -27.3% | -4.0% |
| 3M | +12.6% | +19.1% | -6.5% | +12.3% |
| 6M | +7.0% | -0.2% | +7.2% | +7.3% |
| YTD | +6.1% | +32.5% | -26.4% | +6.5% |
| 1Y | -3.1% | +96.9% | -100.0% | -4.8% |
| All | -3.1% | +100.5% | -103.5% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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