+315.8%
KGC vs BUD
+49.6%
+266.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -6.7% | +1.0% | -7.7% | -7.0% |
| 30D | -6.7% | +6.7% | -13.3% | -8.7% |
| 3M | -22.6% | +5.7% | -28.3% | -24.2% |
| 6M | -33.4% | +5.8% | -39.2% | -35.2% |
| YTD | -26.0% | +34.4% | -60.4% | -34.0% |
| 1Y | -18.3% | +33.3% | -51.6% | -27.0% |
| 3Y | +315.8% | +48.8% | +267.0% | +263.2% |
| All | +315.8% | +49.6% | +266.2% | +263.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling