-12.3%
KHC vs TRGP
+646.8%
-659.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | -2.2% | -0.6% | -1.6% | -2.2% |
| 30D | -0.1% | +14.6% | -14.7% | -1.0% |
| 3M | +8.3% | +11.9% | -3.6% | +7.4% |
| 6M | +5.0% | +25.3% | -20.3% | +3.0% |
| YTD | +8.0% | +61.9% | -53.9% | +3.9% |
| 1Y | -1.1% | +87.3% | -88.4% | -6.1% |
| 3Y | -10.7% | +268.0% | -278.7% | -23.1% |
| All | -12.3% | +646.8% | -659.2% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling