-52.4%
KHC vs PAAS
+168.2%
-220.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | -0.5% |
| 7D | -1.1% | +4.2% | -5.3% | -1.3% |
| 30D | +8.8% | -13.8% | +22.6% | +9.4% |
| 3M | -1.2% | -22.7% | +21.5% | -0.4% |
| 6M | +4.6% | -32.1% | +36.7% | +6.0% |
| YTD | +5.1% | -22.3% | +27.4% | +5.5% |
| 1Y | +6.2% | +7.7% | -1.4% | +5.1% |
| 3Y | -12.9% | +214.0% | -226.9% | -19.0% |
| 5Y | -16.8% | +63.2% | -80.0% | -20.9% |
| 10Y | -52.4% | +185.5% | -238.0% | -56.7% |
| All | -52.4% | +168.2% | -220.7% | -56.7% |
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