-54.3%
KHC vs RRC
+4.5%
-58.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -4.8% | -1.7% | -3.0% | -4.6% |
| 30D | +0.3% | +3.6% | -3.3% | 0.0% |
| 3M | +6.7% | +8.8% | -2.1% | +5.8% |
| 6M | +4.2% | +0.8% | +3.4% | +3.9% |
| YTD | +6.7% | +19.0% | -12.2% | +4.6% |
| 1Y | -1.4% | +22.9% | -24.3% | -3.8% |
| 3Y | -11.8% | +32.3% | -44.1% | -15.7% |
| 5Y | -13.4% | +151.6% | -164.9% | -25.9% |
| 10Y | -54.3% | +5.5% | -59.8% | -67.2% |
| All | -54.3% | +4.5% | -58.8% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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