-15.4%
RKT vs KHC
+6.6%
-22.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.1% | -4.5% |
| 7D | +4.6% | -1.1% | +5.8% | +5.3% |
| 30D | +25.9% | +8.8% | +17.0% | +21.2% |
| 3M | +5.0% | -1.2% | +6.2% | +5.1% |
| 6M | -7.9% | +4.6% | -12.6% | -9.3% |
| YTD | -25.4% | +5.1% | -30.5% | -24.6% |
| 1Y | -15.4% | +6.2% | -21.6% | -16.5% |
| All | -15.4% | +6.6% | -22.0% | -16.5% |
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