-55.4%
KHC vs RCL
+344.6%
-400.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| 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% | +1.6% |
| 3M | +8.3% | -2.8% | +11.1% | +8.5% |
| 6M | +5.0% | -4.4% | +9.3% | +4.9% |
| YTD | +8.0% | -4.2% | +12.2% | +7.5% |
| 1Y | -1.1% | -23.4% | +22.3% | +0.3% |
| 3Y | -10.7% | +179.4% | -190.1% | -21.1% |
| 5Y | -13.5% | +238.8% | -252.3% | -26.8% |
| 10Y | -55.4% | +350.2% | -405.6% | -65.9% |
| All | -55.4% | +344.6% | -400.0% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling