+5.1%
KHC vs RY
+41.1%
-36.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | +0.1% |
| 7D | -4.6% | -3.0% | -1.6% | -4.4% |
| 30D | +8.1% | +6.3% | +1.9% | +8.0% |
| 3M | 0.0% | -2.6% | +2.6% | -0.3% |
| 6M | +7.9% | +13.9% | -6.0% | +6.6% |
| YTD | +5.3% | +21.7% | -16.4% | +4.5% |
| 1Y | +5.1% | +40.4% | -35.3% | +4.2% |
| All | +5.1% | +41.1% | -36.0% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling