-22.2%
RKT vs KHC
-3.1%
-19.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | +2.1% | -1.8% | +3.9% | +2.8% |
| 30D | +1.4% | -1.9% | +3.3% | +2.2% |
| 3M | +6.3% | +14.4% | -8.1% | +0.3% |
| 6M | -15.5% | +8.7% | -24.2% | -18.5% |
| YTD | -27.4% | +7.8% | -35.2% | -30.0% |
| 1Y | -26.6% | -1.5% | -25.1% | -26.5% |
| 3Y | +41.2% | -9.9% | +51.1% | +44.7% |
| 5Y | -6.4% | -10.7% | +4.3% | -6.6% |
| All | -22.2% | -3.1% | -19.1% | -25.4% |
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