+12.5%
KHC vs TRGP
+89.5%
-77.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.5% | +8.3% | +3.2% |
| 7D | +6.6% | -6.5% | +13.1% | +5.9% |
| 30D | +16.5% | -0.4% | +16.9% | +16.2% |
| 3M | -3.0% | +8.8% | -11.8% | -2.5% |
| 6M | +17.4% | +11.0% | +6.4% | +17.6% |
| YTD | +10.3% | +57.4% | -47.0% | +9.5% |
| 1Y | +12.5% | +87.9% | -75.4% | +10.8% |
| All | +12.5% | +89.5% | -77.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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