+256.4%
KDP vs BUD
-4.3%
+260.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.5% |
| 7D | +8.2% | +6.0% | +2.2% | +6.6% |
| 30D | +18.4% | +11.3% | +7.1% | +15.1% |
| 3M | +29.2% | +3.6% | +25.7% | +28.0% |
| 6M | +32.3% | +7.7% | +24.6% | +29.7% |
| YTD | +38.5% | +36.4% | +2.1% | +27.8% |
| 1Y | +48.5% | +37.8% | +10.6% | +36.5% |
| 3Y | +32.5% | +51.2% | -18.8% | +17.9% |
| 5Y | +19.7% | +53.4% | -33.7% | +4.7% |
| 10Y | +256.4% | -3.2% | +259.6% | +203.3% |
| All | +256.4% | -4.3% | +260.7% | +203.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling