-16.2%
KHC vs AVAV
+35.3%
-51.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -4.6% | +9.9% | -14.5% | -4.5% |
| 30D | +8.1% | -5.4% | +13.5% | +8.1% |
| 3M | 0.0% | -36.5% | +36.6% | -0.1% |
| 6M | +7.9% | -25.3% | +33.2% | +8.0% |
| YTD | +5.3% | -48.6% | +53.8% | +5.1% |
| 1Y | +5.1% | -62.1% | +67.2% | +4.9% |
| 3Y | -12.8% | +2.3% | -15.1% | -13.7% |
| 5Y | -16.2% | +35.4% | -51.6% | -15.9% |
| All | -16.2% | +35.3% | -51.5% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling