-10.7%
KHC vs RMD
+52.4%
-63.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.6% |
| 7D | -2.2% | -4.5% | +2.2% | -1.6% |
| 30D | -0.1% | +4.6% | -4.7% | -0.7% |
| 3M | +8.3% | +14.8% | -6.4% | +6.3% |
| 6M | +5.0% | -12.1% | +17.0% | +6.0% |
| YTD | +8.0% | -7.5% | +15.5% | +8.4% |
| 1Y | -1.1% | -20.1% | +19.0% | +0.8% |
| 3Y | -10.7% | +53.9% | -64.6% | -17.9% |
| All | -10.7% | +52.4% | -63.1% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling