-1.4%
KHC vs BLDR
-58.0%
+56.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | -4.8% | -2.7% | -2.1% | -4.5% |
| 30D | +0.3% | -14.7% | +15.0% | +2.1% |
| 3M | +6.7% | -20.8% | +27.5% | +9.0% |
| 6M | +4.2% | -35.3% | +39.5% | +8.3% |
| YTD | +6.7% | -40.3% | +47.1% | +10.9% |
| 1Y | -1.4% | -56.3% | +54.9% | +5.8% |
| All | -1.4% | -58.0% | +56.6% | +5.8% |
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