-54.1%
KHC vs RCL
+396.5%
-450.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -1.0% |
| 7D | -2.0% | +5.0% | -7.0% | -2.5% |
| 30D | +9.7% | +19.4% | -9.7% | +7.9% |
| 3M | -2.0% | +5.9% | -7.9% | -2.6% |
| 6M | +5.4% | +23.8% | -18.4% | +3.1% |
| YTD | +5.9% | +22.8% | -16.9% | +3.0% |
| 1Y | +7.5% | +34.3% | -26.8% | +3.6% |
| 3Y | -12.4% | +276.4% | -288.8% | -24.6% |
| 5Y | -15.8% | +281.6% | -297.4% | -29.2% |
| 10Y | -54.1% | +379.0% | -433.1% | -62.8% |
| All | -54.1% | +396.5% | -450.6% | -62.8% |
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