+28.4%
BKR vs BUD
+33.7%
-5.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.2% | -6.7% |
| 7D | -6.7% | -3.2% | -3.5% | -6.7% |
| 30D | -8.3% | -3.7% | -4.7% | -8.4% |
| 3M | -5.4% | -4.4% | -1.0% | -5.4% |
| 6M | +0.8% | +7.7% | -6.9% | 0.0% |
| YTD | +31.8% | +23.1% | +8.8% | +32.3% |
| All | +28.4% | +33.7% | -5.3% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling