-3.1%
KHC vs BLDR
-52.1%
+49.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.8% | -2.5% |
| 7D | -3.3% | -2.8% | -0.5% | -3.0% |
| 30D | -3.4% | -13.3% | +9.9% | -1.8% |
| 3M | +12.6% | -12.3% | +24.9% | +13.7% |
| 6M | +7.0% | -31.5% | +38.5% | +10.6% |
| YTD | +6.1% | -36.1% | +42.1% | +9.5% |
| 1Y | -3.1% | -54.1% | +51.0% | +4.3% |
| All | -3.1% | -52.1% | +49.0% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling