+2.5%
RKT vs KHC
-15.4%
+17.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.2% |
| 7D | +10.3% | -2.0% | +12.4% | +11.3% |
| 30D | +32.3% | +9.7% | +22.7% | +27.4% |
| 3M | +10.7% | -2.0% | +12.7% | +11.5% |
| 6M | -3.2% | +5.4% | -8.6% | -5.3% |
| YTD | -21.5% | +5.9% | -27.5% | -23.7% |
| 1Y | -6.0% | +7.5% | -13.5% | -9.1% |
| 3Y | +104.2% | -12.4% | +116.6% | +111.4% |
| 5Y | +2.5% | -15.8% | +18.3% | +7.1% |
| All | +2.5% | -15.4% | +17.9% | +7.1% |
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