+94.2%
KEY vs BUD
-2.1%
+96.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.1% |
| 7D | +2.9% | +1.0% | +1.9% | +2.3% |
| 30D | +8.4% | +6.7% | +1.8% | +4.1% |
| 3M | -5.8% | +5.7% | -11.5% | -9.3% |
| 6M | +5.4% | +5.8% | -0.4% | +0.9% |
| YTD | +7.1% | +34.4% | -27.3% | -12.4% |
| 1Y | +26.8% | +33.3% | -6.5% | +4.1% |
| 3Y | +128.7% | +48.8% | +79.9% | +67.6% |
| 5Y | +13.6% | +52.5% | -38.9% | -19.6% |
| All | +94.2% | -2.1% | +96.3% | +37.3% |
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