-55.4%
KHC vs PAAS
+197.3%
-252.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -2.2% | +2.0% | -4.2% | -2.3% |
| 30D | -0.1% | -0.1% | 0.0% | -0.2% |
| 3M | +8.3% | +8.2% | +0.1% | +7.8% |
| 6M | +5.0% | -13.8% | +18.8% | +5.3% |
| YTD | +8.0% | -0.6% | +8.6% | +7.5% |
| 1Y | -1.1% | +44.0% | -45.1% | -3.4% |
| 3Y | -10.7% | +246.6% | -257.3% | -17.5% |
| 5Y | -13.5% | +116.1% | -129.6% | -18.9% |
| 10Y | -55.4% | +202.7% | -258.1% | -59.1% |
| All | -55.4% | +197.3% | -252.7% | -59.1% |
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