+84.5%
KGC vs BUD
+201.1%
-116.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.3% |
| 7D | -1.3% | +0.3% | -1.6% | -1.3% |
| 30D | +20.3% | -5.7% | +25.9% | +22.2% |
| 3M | +8.1% | +3.1% | +5.0% | +6.9% |
| 6M | -8.8% | +7.9% | -16.6% | -11.0% |
| YTD | +10.1% | +27.3% | -17.3% | +2.6% |
| 1Y | +44.2% | +37.8% | +6.4% | +31.3% |
| 3Y | +533.0% | +49.8% | +483.2% | +460.0% |
| 5Y | +443.0% | +43.8% | +399.2% | +381.2% |
| 10Y | +678.6% | -22.6% | +701.2% | +702.0% |
| All | +84.5% | +201.1% | -116.6% | +2.7% |
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