-58.4%
RIOT vs KHC
-13.3%
-45.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -1.2% |
| 7D | +4.8% | +2.0% | +2.8% | +5.3% |
| 30D | +16.0% | +10.6% | +5.4% | +18.4% |
| 3M | -8.8% | +0.5% | -9.3% | -8.0% |
| 6M | -29.7% | +12.1% | -41.7% | -28.8% |
| YTD | +38.3% | +8.9% | +29.4% | +40.2% |
| 1Y | +26.2% | +7.5% | +18.7% | +28.1% |
| 3Y | +79.0% | -10.7% | +89.7% | +82.5% |
| All | -58.4% | -13.3% | -45.1% | -53.9% |
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