-14.8%
KHC vs RMD
-5.3%
-9.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.6% |
| 7D | +1.1% | +2.3% | -1.2% | +0.8% |
| 30D | +12.0% | +4.1% | +7.8% | +11.4% |
| 3M | +0.2% | +5.7% | -5.5% | -0.6% |
| 6M | +10.3% | +12.9% | -2.6% | +8.5% |
| YTD | +6.7% | -1.5% | +8.3% | +6.3% |
| 1Y | +10.9% | -4.8% | +15.6% | +10.7% |
| 3Y | -12.6% | +57.5% | -70.1% | -17.1% |
| All | -14.8% | -5.3% | -9.6% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling