+8.9%
KHC vs AVTR
+6.9%
+2.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | -4.6% | +0.5% | -5.1% | -4.7% |
| 30D | +8.1% | +1.5% | +6.6% | +7.8% |
| 3M | 0.0% | +14.2% | -14.2% | -1.7% |
| 6M | +7.9% | +97.4% | -89.4% | -1.0% |
| YTD | +5.3% | +37.3% | -32.0% | +0.4% |
| 1Y | +5.1% | +36.8% | -31.7% | +0.2% |
| 3Y | -12.8% | -15.2% | +2.5% | -14.1% |
| 5Y | -16.2% | -59.2% | +43.0% | -10.9% |
| All | +8.9% | +6.9% | +2.0% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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