+253.3%
BKR vs BUD
+192.2%
+61.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.6% |
| 7D | -1.5% | -1.3% | -0.2% | -0.9% |
| 30D | -0.7% | -6.1% | +5.5% | +2.3% |
| 3M | +0.5% | -3.8% | +4.3% | +1.8% |
| 6M | +6.6% | +8.2% | -1.5% | +0.9% |
| YTD | +41.3% | +23.6% | +17.7% | +24.8% |
| 1Y | +42.2% | +33.4% | +8.8% | +20.4% |
| 3Y | +83.4% | +45.3% | +38.1% | +42.6% |
| 5Y | +203.6% | +44.3% | +159.3% | +128.0% |
| 10Y | +139.9% | -22.8% | +162.7% | +134.7% |
| All | +253.3% | +192.2% | +61.0% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling