-55.6%
KHC vs TRGP
+863.3%
-918.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +0.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | +1.9% | +8.0% | -6.1% | +1.0% |
| 3M | +3.2% | +8.3% | -5.1% | +2.1% |
| 6M | +10.0% | +23.9% | -13.9% | +7.0% |
| YTD | +6.7% | +59.6% | -52.9% | +0.9% |
| 1Y | -0.9% | +79.4% | -80.3% | -7.7% |
| 3Y | -13.6% | +269.4% | -283.0% | -27.1% |
| 5Y | -12.8% | +641.6% | -654.5% | -33.3% |
| All | -55.6% | +863.3% | -918.9% | -67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling