+169.3%
KEY vs BIDU
-50.6%
+220.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | -3.3% | -16.0% | +12.7% | -0.2% |
| 3M | -0.7% | -24.0% | +23.3% | +4.2% |
| 6M | +12.5% | -24.9% | +37.4% | +17.3% |
| YTD | +8.4% | -29.6% | +38.0% | +13.9% |
| 1Y | +18.4% | -15.2% | +33.6% | +18.3% |
| 3Y | +123.3% | -32.2% | +155.5% | +127.1% |
| 5Y | +38.8% | -43.8% | +82.6% | +38.8% |
| 10Y | +169.3% | -49.5% | +218.8% | +123.9% |
| All | +169.3% | -50.6% | +220.0% | +123.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling