+53.9%
RGTI vs KHC
-22.1%
+76.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.6% |
| 7D | +2.5% | -4.8% | +7.3% | +2.4% |
| 30D | -13.7% | +0.3% | -13.9% | -13.7% |
| 3M | -22.6% | +6.7% | -29.3% | -22.9% |
| 6M | -13.4% | +4.2% | -17.6% | -13.6% |
| YTD | -31.2% | +6.7% | -37.9% | -31.3% |
| 1Y | -7.6% | -1.4% | -6.2% | -7.6% |
| 3Y | +669.7% | -11.8% | +681.5% | +669.3% |
| 5Y | +57.0% | -13.4% | +70.4% | +59.6% |
| All | +53.9% | -22.1% | +76.0% | +55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling