+52.0%
KR vs BIDU
-44.1%
+96.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.7% |
| 7D | -0.2% | -8.1% | +7.9% | -0.3% |
| 30D | +5.1% | -12.8% | +17.9% | +4.8% |
| 3M | -8.2% | -21.3% | +13.1% | -8.5% |
| 6M | -18.0% | -27.0% | +9.0% | -18.3% |
| YTD | -4.8% | -30.0% | +25.3% | -5.1% |
| 1Y | -11.0% | -18.3% | +7.2% | -11.2% |
| 3Y | +37.7% | -33.8% | +71.5% | +37.6% |
| All | +52.0% | -44.1% | +96.1% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling