+543.6%
RKLB vs KHC
-1.1%
+544.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.7% | +7.3% | +6.5% |
| 7D | +15.2% | -1.1% | +16.4% | +15.1% |
| 30D | -8.1% | +8.8% | -16.9% | -8.0% |
| 3M | -21.7% | -1.2% | -20.4% | -21.5% |
| 6M | -40.5% | +4.6% | -45.2% | -40.8% |
| YTD | -10.1% | +5.1% | -15.2% | -10.5% |
| 1Y | +20.8% | +6.2% | +14.6% | +20.1% |
| 3Y | +1,335.0% | -12.9% | +1,347.9% | +1,322.6% |
| 5Y | +329.8% | -16.8% | +346.6% | +348.8% |
| All | +543.6% | -1.1% | +544.7% | +542.0% |
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