-52.4%
KHC vs RGEN
+457.6%
-510.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.6% |
| 7D | -1.1% | -2.4% | +1.3% | -1.0% |
| 30D | +8.8% | +0.1% | +8.8% | +8.7% |
| 3M | -1.2% | +6.6% | -7.8% | -1.9% |
| 6M | +4.6% | +40.9% | -36.3% | +1.8% |
| YTD | +5.1% | +6.2% | -1.0% | +3.9% |
| 1Y | +6.2% | +19.4% | -13.2% | +4.1% |
| 3Y | -12.9% | +17.9% | -30.8% | -16.1% |
| 5Y | -16.8% | -34.0% | +17.2% | -17.7% |
| 10Y | -52.4% | +453.9% | -506.3% | -63.5% |
| All | -52.4% | +457.6% | -510.1% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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