-14.8%
KHC vs PAAS
+71.7%
-86.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -2.8% |
| 7D | +1.1% | +8.4% | -7.3% | +0.9% |
| 30D | +12.0% | -7.2% | +19.1% | +12.1% |
| 3M | +0.2% | -14.0% | +14.2% | +0.4% |
| 6M | +10.3% | -26.8% | +37.1% | +11.2% |
| YTD | +6.7% | -19.8% | +26.5% | +7.0% |
| 1Y | +10.9% | +22.8% | -12.0% | +9.4% |
| 3Y | -12.6% | +183.6% | -196.3% | -18.0% |
| All | -14.8% | +71.7% | -86.6% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling