+55.6%
RGTI vs KHC
-14.2%
+69.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -0.1% | -2.5% | +2.4% | -0.2% |
| 30D | -16.2% | +0.5% | -16.7% | -16.2% |
| 3M | -22.0% | +3.0% | -25.1% | -22.3% |
| 6M | -10.8% | +6.6% | -17.4% | -11.1% |
| YTD | -31.6% | +5.8% | -37.3% | -31.7% |
| 1Y | -6.4% | -2.2% | -4.1% | -6.3% |
| 3Y | +665.7% | -12.5% | +678.2% | +665.2% |
| All | +55.6% | -14.2% | +69.8% | +57.9% |
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