+13.3%
RTX vs KHC
+5.9%
+7.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.5% |
| 7D | +3.4% | -3.3% | +6.7% | +3.6% |
| 30D | +8.4% | +9.1% | -0.8% | +8.1% |
| 3M | -10.7% | +1.4% | -12.0% | -10.9% |
| 6M | +11.7% | +8.4% | +3.4% | +10.6% |
| YTD | +9.3% | +6.2% | +3.2% | +6.7% |
| 1Y | +13.3% | +5.7% | +7.6% | +10.1% |
| All | +13.3% | +5.9% | +7.4% | +10.1% |
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 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