-39.4%
KHC vs PDD
+199.6%
-239.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.6% | -0.7% |
| 7D | -1.1% | -1.0% | -0.2% | -1.1% |
| 30D | +8.8% | -2.4% | +11.2% | +8.9% |
| 3M | -1.2% | -14.6% | +13.4% | -0.9% |
| 6M | +4.6% | -19.6% | +24.3% | +5.0% |
| YTD | +5.1% | -30.0% | +35.1% | +5.7% |
| 1Y | +6.2% | -42.5% | +48.8% | +7.2% |
| 3Y | -12.9% | -27.2% | +14.3% | -12.9% |
| 5Y | -16.8% | -8.2% | -8.6% | -17.5% |
| All | -39.4% | +199.6% | -239.1% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 10y: compounded portfolio wealth divided by compounded PDD 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…
10y analysis · Full analysis span regression · 6 months rolling