+615.1%
KEY vs BUD
+215.1%
+400.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.8% |
| 7D | -0.5% | +0.5% | -1.0% | -0.9% |
| 30D | +6.7% | +7.4% | -0.7% | +2.1% |
| 3M | -4.6% | +4.3% | -8.9% | -7.4% |
| 6M | +2.6% | +5.3% | -2.7% | -1.5% |
| YTD | +7.0% | +33.2% | -26.3% | -11.6% |
| 1Y | +23.5% | +31.8% | -8.3% | +2.6% |
| 3Y | +126.4% | +47.8% | +78.6% | +68.6% |
| 5Y | +13.0% | +50.2% | -37.1% | -17.9% |
| 10Y | +99.5% | -4.8% | +104.3% | +69.2% |
| All | +615.1% | +215.1% | +400.1% | +184.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling