-2.3%
KEY vs BUD
+8.6%
-10.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.6% | -3.1% |
| 7D | -2.5% | +7.1% | -9.6% | -3.9% |
| 30D | +4.1% | +12.7% | -8.6% | +1.3% |
| 3M | -8.4% | 0.0% | -8.4% | -8.6% |
| 6M | -2.3% | +7.6% | -9.9% | -4.6% |
| All | -2.3% | +8.6% | -10.9% | -4.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling