-12.9%
KHC vs PDD
-26.6%
+13.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -0.8% |
| 6M | +4.6% | -19.6% | +24.3% | +5.0% |
| YTD | +5.1% | -30.0% | +35.1% | +5.8% |
| 1Y | +6.2% | -42.5% | +48.8% | +7.4% |
| 3Y | -12.9% | -27.2% | +14.3% | -12.7% |
| All | -12.9% | -26.6% | +13.7% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling