+171.6%
BKR vs BUD
+44.8%
+126.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | -7.0% | -2.6% | -4.4% | -6.5% |
| 30D | -8.1% | -1.2% | -6.9% | -7.9% |
| 3M | -6.6% | -4.9% | -1.7% | -5.9% |
| 6M | +0.9% | +9.3% | -8.4% | -1.7% |
| YTD | +31.1% | +24.0% | +7.1% | +24.2% |
| 1Y | +27.7% | +34.5% | -6.8% | +18.6% |
| 3Y | +71.2% | +43.7% | +27.6% | +54.0% |
| All | +171.6% | +44.8% | +126.8% | +139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BUD 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling