-54.3%
KHC vs PAAS
+192.1%
-246.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -2.9% |
| 7D | +1.1% | +8.4% | -7.3% | +0.8% |
| 30D | +12.0% | -7.2% | +19.1% | +12.2% |
| 3M | +0.2% | -14.0% | +14.2% | +0.6% |
| 6M | +10.3% | -26.8% | +37.1% | +11.4% |
| YTD | +6.7% | -19.8% | +26.5% | +7.0% |
| 1Y | +10.9% | +22.8% | -12.0% | +9.0% |
| 3Y | -12.6% | +183.6% | -196.3% | -18.4% |
| 5Y | -16.3% | +73.8% | -90.1% | -20.7% |
| All | -54.3% | +192.1% | -246.4% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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