+173.2%
BKR vs BUD
+43.7%
+129.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.2% | -6.6% |
| 7D | -6.7% | -3.2% | -3.5% | -6.1% |
| 30D | -8.3% | -3.7% | -4.7% | -7.7% |
| 3M | -5.4% | -4.4% | -1.0% | -4.8% |
| 6M | +0.8% | +7.7% | -6.9% | -1.5% |
| YTD | +31.8% | +23.1% | +8.8% | +25.1% |
| 1Y | +28.6% | +33.6% | -5.1% | +19.6% |
| 3Y | +71.2% | +44.7% | +26.5% | +53.4% |
| All | +173.2% | +43.7% | +129.5% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling