+12.2%
KEY vs BUD
+48.8%
-36.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.1% |
| 7D | -1.3% | +4.5% | -5.7% | -3.1% |
| 30D | +5.1% | +12.5% | -7.4% | -0.1% |
| 3M | -7.1% | 0.0% | -7.1% | -7.4% |
| 6M | -4.4% | +3.8% | -8.2% | -6.5% |
| YTD | +4.0% | +33.1% | -29.0% | -10.0% |
| 1Y | +23.4% | +35.5% | -12.1% | +5.8% |
| 3Y | +113.9% | +49.4% | +64.5% | +67.2% |
| All | +12.2% | +48.8% | -36.6% | -15.6% |
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