+43.4%
KDP vs BUD
+36.0%
+7.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | +2.2% | +4.5% | -2.2% | +0.4% |
| 30D | +19.9% | +12.5% | +7.4% | +14.4% |
| 3M | +21.5% | 0.0% | +21.5% | +20.9% |
| 6M | +30.1% | +3.8% | +26.3% | +27.7% |
| YTD | +34.9% | +33.1% | +1.9% | +26.3% |
| 1Y | +43.4% | +35.5% | +7.9% | +33.7% |
| All | +43.4% | +36.0% | +7.4% | +33.7% |
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 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