-9.8%
KHC vs RCL
+179.1%
-188.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.7% |
| 7D | -1.8% | -5.1% | +3.3% | -1.6% |
| 30D | -1.9% | -19.0% | +17.1% | -1.1% |
| 3M | +14.4% | -9.6% | +24.0% | +14.8% |
| 6M | +8.7% | -6.7% | +15.4% | +8.9% |
| YTD | +7.8% | -3.9% | +11.7% | +7.5% |
| 1Y | -1.5% | -25.1% | +23.6% | -0.9% |
| All | -9.8% | +179.1% | -188.9% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling