-10.7%
KHC vs BIDU
-27.4%
+16.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.6% |
| 7D | +2.0% | -4.6% | +6.6% | +2.1% |
| 30D | +10.6% | -4.5% | +15.2% | +10.6% |
| 3M | +0.5% | -25.4% | +25.9% | +0.7% |
| 6M | +12.1% | -48.1% | +60.1% | +12.6% |
| YTD | +8.9% | -40.2% | +49.1% | +8.9% |
| 1Y | +7.5% | -35.2% | +42.7% | +7.2% |
| 3Y | -10.7% | -27.1% | +16.4% | -13.9% |
| All | -10.7% | -27.4% | +16.7% | -13.9% |
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 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