-13.4%
KHC vs BIDU
-42.3%
+28.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | -4.8% | -2.4% | -2.3% | -4.8% |
| 30D | +0.3% | -16.0% | +16.2% | +0.3% |
| 3M | +6.7% | -24.0% | +30.7% | +6.8% |
| 6M | +4.2% | -24.9% | +29.0% | +4.2% |
| YTD | +6.7% | -29.6% | +36.3% | +6.7% |
| 1Y | -1.4% | -15.2% | +13.7% | -1.8% |
| 3Y | -11.8% | -32.2% | +20.4% | -12.6% |
| 5Y | -13.4% | -43.8% | +30.4% | -13.3% |
| All | -13.4% | -42.3% | +28.9% | -13.3% |
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