-26.6%
RKT vs KHC
-3.0%
-23.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | 0.0% |
| 7D | +2.1% | -3.3% | +5.4% | +3.7% |
| 30D | +1.4% | -3.4% | +4.9% | +2.9% |
| 3M | +6.3% | +12.6% | -6.3% | +0.5% |
| 6M | -15.5% | +7.0% | -22.5% | -17.9% |
| YTD | -27.4% | +6.1% | -33.5% | -28.4% |
| 1Y | -26.6% | -3.1% | -23.5% | -24.6% |
| All | -26.6% | -3.0% | -23.5% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling