-7.2%
RKT vs KHC
-10.2%
+3.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +6.0% | -2.2% | +8.2% | +6.9% |
| 30D | +0.7% | -0.1% | +0.7% | +0.6% |
| 3M | +11.8% | +8.3% | +3.5% | +8.2% |
| 6M | -7.6% | +5.0% | -12.6% | -9.6% |
| YTD | -28.7% | +8.0% | -36.7% | -31.2% |
| 1Y | -32.6% | -1.1% | -31.5% | -32.6% |
| 3Y | +42.1% | -10.7% | +52.8% | +45.8% |
| 5Y | -7.2% | -13.5% | +6.4% | -5.7% |
| All | -7.2% | -10.2% | +3.1% | -5.7% |
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