-54.1%
KHC vs PAAS
+178.0%
-232.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -0.9% |
| 7D | -2.0% | +8.8% | -10.9% | -2.4% |
| 30D | +9.7% | -8.5% | +18.1% | +10.0% |
| 3M | -2.0% | -17.0% | +15.0% | -1.5% |
| 6M | +5.4% | -27.9% | +33.3% | +6.5% |
| YTD | +5.9% | -17.5% | +23.4% | +6.1% |
| 1Y | +7.5% | +22.8% | -15.4% | +5.7% |
| 3Y | -12.4% | +224.2% | -236.6% | -18.8% |
| 5Y | -15.8% | +73.6% | -89.5% | -20.3% |
| 10Y | -54.1% | +186.4% | -240.4% | -58.4% |
| All | -54.1% | +178.0% | -232.1% | -58.4% |
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