-38.5%
KHC vs PDD
+213.3%
-251.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.8% |
| 7D | +1.1% | +5.6% | -4.5% | +1.0% |
| 30D | +12.0% | +5.8% | +6.2% | +11.8% |
| 3M | +0.2% | -8.6% | +8.8% | +0.3% |
| 6M | +10.3% | -18.8% | +29.2% | +10.7% |
| YTD | +6.7% | -26.8% | +33.5% | +7.3% |
| 1Y | +10.9% | -39.3% | +50.1% | +11.8% |
| 3Y | -12.6% | -22.5% | +9.9% | -12.8% |
| 5Y | -16.3% | -0.8% | -15.5% | -17.2% |
| All | -38.5% | +213.3% | -251.8% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling