-55.4%
KHC vs RBA
+182.6%
-238.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.5% |
| 7D | -2.2% | -1.1% | -1.2% | -2.1% |
| 30D | -0.1% | -13.2% | +13.1% | +2.1% |
| 3M | +8.3% | -21.4% | +29.7% | +12.3% |
| 6M | +5.0% | -20.9% | +25.8% | +8.5% |
| YTD | +8.0% | -19.9% | +27.9% | +11.2% |
| 1Y | -1.1% | -28.7% | +27.6% | +3.6% |
| 3Y | -10.7% | +27.4% | -38.1% | -15.3% |
| 5Y | -13.5% | +41.7% | -55.3% | -21.0% |
| 10Y | -55.4% | +189.6% | -245.0% | -66.2% |
| All | -55.4% | +182.6% | -238.0% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling