-10.7%
KHC vs BIDU
-32.1%
+21.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | +0.3% |
| 7D | -2.2% | -2.4% | +0.2% | -2.2% |
| 30D | -0.1% | -15.6% | +15.6% | +0.1% |
| 3M | +8.3% | -22.3% | +30.6% | +8.6% |
| 6M | +5.0% | -22.3% | +27.2% | +5.1% |
| YTD | +8.0% | -29.2% | +37.2% | +8.0% |
| 1Y | -1.1% | -14.8% | +13.7% | -2.4% |
| 3Y | -10.7% | -31.8% | +21.1% | -13.7% |
| All | -10.7% | -32.1% | +21.3% | -13.7% |
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