-54.3%
KHC vs RMD
+269.7%
-324.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -4.8% | -4.7% | -0.1% | -3.9% |
| 30D | +0.3% | +0.2% | +0.1% | +0.2% |
| 3M | +6.7% | +12.0% | -5.3% | +4.3% |
| 6M | +4.2% | -12.5% | +16.7% | +6.4% |
| YTD | +6.7% | -7.9% | +14.7% | +7.8% |
| 1Y | -1.4% | -20.4% | +19.0% | +2.2% |
| 3Y | -11.8% | +53.1% | -64.9% | -21.3% |
| 5Y | -13.4% | -22.1% | +8.8% | -11.9% |
| 10Y | -54.3% | +275.4% | -329.7% | -64.9% |
| All | -54.3% | +269.7% | -324.0% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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