+212.8%
RDDT vs KHC
-19.7%
+232.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.7% |
| 7D | +2.1% | -1.0% | +3.1% | +2.0% |
| 30D | +2.8% | +1.9% | +0.9% | +3.2% |
| 3M | -8.9% | +3.2% | -12.1% | -8.2% |
| 6M | +15.1% | +10.0% | +5.1% | +18.9% |
| YTD | -31.4% | +6.7% | -38.1% | -29.4% |
| 1Y | -39.4% | -0.9% | -38.6% | -39.4% |
| All | +212.8% | -19.7% | +232.5% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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