+179.8%
KDP vs BIDU
-50.6%
+230.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.4% |
| 7D | -1.6% | -2.4% | +0.9% | -1.5% |
| 30D | +9.5% | -16.0% | +25.4% | +10.3% |
| 3M | +2.6% | -24.0% | +26.6% | +3.9% |
| 6M | +15.6% | -24.9% | +40.5% | +16.8% |
| YTD | +17.3% | -29.6% | +46.9% | +18.7% |
| 1Y | +20.1% | -15.2% | +35.3% | +19.9% |
| 3Y | +4.9% | -32.2% | +37.1% | +5.3% |
| 5Y | +5.0% | -43.8% | +48.8% | +4.7% |
| 10Y | +179.8% | -49.5% | +229.2% | +135.4% |
| All | +179.8% | -50.6% | +230.4% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling