+30.8%
RTX vs KHC
-2.0%
+32.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.1% | -2.2% | -0.9% | -3.1% |
| 30D | -10.6% | -0.1% | -10.5% | -10.5% |
| 3M | +11.6% | +8.3% | +3.3% | +10.7% |
| 6M | -4.5% | +5.0% | -9.5% | -5.6% |
| YTD | +9.6% | +8.0% | +1.6% | +8.1% |
| 1Y | +30.8% | -1.1% | +31.9% | +30.7% |
| All | +30.8% | -2.0% | +32.8% | +30.7% |
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 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