+14.7%
KMB vs BIDU
-50.6%
+65.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.1% |
| 7D | -8.6% | -2.4% | -6.2% | -8.6% |
| 30D | -7.5% | -16.0% | +8.4% | -7.4% |
| 3M | -0.6% | -24.0% | +23.4% | -0.3% |
| 6M | -1.5% | -24.9% | +23.3% | -1.3% |
| YTD | +1.6% | -29.6% | +31.2% | +1.8% |
| 1Y | -20.8% | -15.2% | -5.6% | -20.9% |
| 3Y | -12.4% | -32.2% | +19.8% | -12.5% |
| 5Y | -12.9% | -43.8% | +30.8% | -13.3% |
| 10Y | +14.7% | -49.5% | +64.2% | +8.0% |
| All | +14.7% | -50.6% | +65.4% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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