+10.3%
KHC vs RCL
+18.1%
-7.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.9% |
| 7D | +1.1% | +6.5% | -5.4% | +0.8% |
| 30D | +12.0% | +15.9% | -3.9% | +11.3% |
| 3M | +0.2% | +2.7% | -2.5% | +0.5% |
| 6M | +10.3% | +15.2% | -4.9% | +10.8% |
| All | +10.3% | +18.1% | -7.8% | +10.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling