-49.9%
KHC vs TRGP
+822.5%
-872.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.5% |
| 7D | +2.0% | +12.4% | -10.3% | +0.8% |
| 30D | +10.6% | +2.6% | +8.0% | +10.1% |
| 3M | +0.5% | +11.9% | -11.3% | -0.9% |
| 6M | +12.1% | +13.9% | -1.9% | +10.0% |
| YTD | +8.9% | +64.2% | -55.3% | +2.4% |
| 1Y | +7.5% | +78.5% | -71.0% | +0.1% |
| 3Y | -10.7% | +272.9% | -283.6% | -25.0% |
| 5Y | -13.2% | +510.7% | -523.9% | -32.2% |
| All | -49.9% | +822.5% | -872.4% | -63.0% |
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