-49.9%
KHC vs RRX
+200.5%
-250.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.9% | +2.9% |
| 7D | +2.0% | +4.3% | -2.3% | +1.5% |
| 30D | +10.6% | +12.3% | -1.7% | +8.5% |
| 3M | +0.5% | +3.7% | -3.1% | -0.4% |
| 6M | +12.1% | -13.9% | +26.0% | +12.8% |
| YTD | +8.9% | +26.5% | -17.5% | +1.7% |
| 1Y | +7.5% | +29.3% | -21.8% | -0.2% |
| 3Y | -10.7% | +65.6% | -76.3% | -24.4% |
| 5Y | -13.2% | +10.6% | -23.8% | -21.6% |
| All | -49.9% | +200.5% | -250.4% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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