-15.3%
KHC vs BIDU
-53.5%
+38.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.5% | +0.9% |
| 7D | -3.3% | -2.3% | -1.0% | -3.3% |
| 30D | +9.1% | -7.3% | +16.4% | +9.1% |
| 3M | +1.4% | -26.0% | +27.3% | +1.4% |
| 6M | +8.4% | -44.5% | +52.9% | +8.5% |
| YTD | +6.2% | -40.6% | +46.8% | +6.2% |
| 1Y | +5.7% | -39.8% | +45.5% | +5.6% |
| 3Y | -12.0% | -26.7% | +14.7% | -12.8% |
| 5Y | -15.3% | -54.5% | +39.1% | -14.2% |
| All | -15.3% | -53.5% | +38.2% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling