-1.1%
KHC vs RCL
-24.0%
+22.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -2.2% | -0.5% | -1.8% | -2.2% |
| 30D | -0.1% | -17.3% | +17.3% | +0.5% |
| 3M | +8.3% | -2.8% | +11.1% | +8.7% |
| 6M | +5.0% | -4.4% | +9.3% | +5.2% |
| YTD | +8.0% | -4.2% | +12.2% | +7.2% |
| 1Y | -1.1% | -23.4% | +22.3% | -1.3% |
| All | -1.1% | -24.0% | +22.9% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RCL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling