-51.6%
KHC vs RVTY
+219.4%
-271.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.2% |
| 7D | -4.6% | -0.7% | -3.9% | -4.5% |
| 30D | +8.1% | +1.7% | +6.4% | +7.4% |
| 3M | 0.0% | +36.8% | -36.8% | -6.4% |
| 6M | +7.9% | +60.1% | -52.2% | -2.4% |
| YTD | +5.3% | +64.0% | -58.7% | -6.0% |
| 1Y | +5.1% | +68.2% | -63.1% | -6.8% |
| 3Y | -12.8% | +88.8% | -101.6% | -26.0% |
| 5Y | -16.2% | -10.5% | -5.7% | -17.8% |
| All | -51.6% | +219.4% | -271.0% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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