-13.7%
KHC vs PAAS
+210.2%
-223.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | -4.6% | -5.2% | +0.6% | -4.6% |
| 30D | +8.1% | -13.9% | +22.0% | +8.2% |
| 3M | 0.0% | -23.8% | +23.8% | +0.2% |
| 6M | +7.9% | -36.4% | +44.3% | +8.7% |
| YTD | +5.3% | -23.4% | +28.6% | +5.5% |
| 1Y | +5.1% | +5.6% | -0.5% | +5.0% |
| All | -13.7% | +210.2% | -223.9% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling