-43.1%
KHC vs BLDR
+423.0%
-466.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | -1.8% | -2.8% | +1.1% | -1.4% |
| 30D | -1.9% | -13.3% | +11.4% | -0.2% |
| 3M | +14.4% | -12.3% | +26.7% | +15.8% |
| 6M | +8.7% | -31.5% | +40.2% | +13.2% |
| YTD | +7.8% | -36.1% | +43.8% | +12.8% |
| 1Y | -1.5% | -54.1% | +52.6% | +7.3% |
| 3Y | -9.9% | -55.8% | +45.9% | -4.0% |
| 5Y | -10.7% | +20.7% | -31.5% | -20.2% |
| 10Y | -55.7% | +390.2% | -445.9% | -69.0% |
| All | -43.1% | +423.0% | -466.1% | -60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling