-52.3%
KHC vs RACE
+741.5%
-793.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -4.6% | -3.9% | -0.7% | -3.8% |
| 30D | +8.1% | +6.8% | +1.3% | +6.6% |
| 3M | 0.0% | +1.3% | -1.3% | -0.3% |
| 6M | +7.9% | +26.3% | -18.3% | +2.2% |
| YTD | +5.3% | +13.8% | -8.5% | +1.5% |
| 1Y | +5.1% | -0.5% | +5.6% | +4.4% |
| 3Y | -12.8% | +25.6% | -38.4% | -20.5% |
| 5Y | -16.2% | +67.6% | -83.8% | -30.5% |
| 10Y | -52.3% | +724.7% | -776.9% | -73.0% |
| All | -52.3% | +741.5% | -793.8% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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