+6.4%
KDP vs BIDU
-32.1%
+38.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.8% | -0.2% |
| 7D | +2.1% | -2.4% | +4.5% | +2.0% |
| 30D | +8.5% | -15.6% | +24.1% | +8.3% |
| 3M | +6.6% | -22.3% | +28.9% | +6.5% |
| 6M | +17.1% | -22.3% | +39.3% | +16.9% |
| YTD | +19.0% | -29.2% | +48.2% | +18.7% |
| 1Y | +21.8% | -14.8% | +36.6% | +21.2% |
| 3Y | +6.4% | -31.8% | +38.2% | +6.8% |
| All | +6.4% | -32.1% | +38.5% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling