-55.6%
KHC vs AU
+699.0%
-754.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | -1.0% | -4.3% | +3.3% | -0.8% |
| 30D | +1.9% | +7.3% | -5.4% | +1.6% |
| 3M | +3.2% | +26.3% | -23.1% | +2.1% |
| 6M | +10.0% | +1.8% | +8.2% | +9.5% |
| YTD | +6.7% | +26.8% | -20.1% | +5.3% |
| 1Y | -0.9% | +66.7% | -67.6% | -3.4% |
| 3Y | -13.6% | +579.1% | -592.6% | -21.3% |
| 5Y | -12.8% | +689.3% | -702.2% | -21.7% |
| All | -55.6% | +699.0% | -754.6% | -59.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling