-13.5%
KHC vs AVTR
-63.6%
+50.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | -2.2% | +7.4% | -9.6% | -2.9% |
| 30D | -0.1% | +12.2% | -12.3% | -1.2% |
| 3M | +8.3% | +57.4% | -49.0% | +3.7% |
| 6M | +5.0% | +86.7% | -81.7% | -1.2% |
| YTD | +8.0% | +33.1% | -25.1% | +4.4% |
| 1Y | -1.1% | +16.1% | -17.2% | -3.5% |
| 3Y | -10.7% | -24.6% | +13.9% | -11.9% |
| 5Y | -13.5% | -63.5% | +50.0% | -15.9% |
| All | -13.5% | -63.6% | +50.1% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling