-12.5%
KHC vs TRGP
+265.3%
-277.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.2% |
| 7D | -2.2% | -0.6% | -1.6% | -2.2% |
| 30D | -0.1% | +14.6% | -14.7% | -0.2% |
| 3M | +8.3% | +11.9% | -3.6% | +8.2% |
| 6M | +5.0% | +25.3% | -20.3% | +4.4% |
| YTD | +8.0% | +61.9% | -53.9% | +6.6% |
| 1Y | -1.1% | +87.3% | -88.4% | -2.8% |
| All | -12.5% | +265.3% | -277.8% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling