+538.5%
KGC vs BUD
-8.7%
+547.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +2.4% |
| 7D | +11.1% | +1.3% | +9.8% | +10.8% |
| 30D | -3.7% | +10.0% | -13.8% | -6.0% |
| 3M | -17.2% | +1.6% | -18.8% | -17.7% |
| 6M | -27.3% | +6.5% | -33.8% | -28.7% |
| YTD | -18.5% | +34.8% | -53.4% | -24.7% |
| 1Y | -5.7% | +36.5% | -42.2% | -13.1% |
| 3Y | +336.5% | +49.0% | +287.5% | +291.6% |
| 5Y | +298.7% | +51.7% | +247.0% | +252.6% |
| 10Y | +538.5% | -7.5% | +546.1% | +520.5% |
| All | +538.5% | -8.7% | +547.3% | +520.5% |
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