-55.4%
KHC vs BUD
-23.5%
-31.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -2.2% | +0.8% | -3.0% | -2.5% |
| 30D | -0.1% | -4.8% | +4.7% | +1.5% |
| 3M | +8.3% | +1.4% | +7.0% | +7.8% |
| 6M | +5.0% | +9.9% | -4.9% | +1.5% |
| YTD | +8.0% | +26.3% | -18.4% | -0.2% |
| 1Y | -1.1% | +36.1% | -37.2% | -10.9% |
| 3Y | -10.7% | +48.6% | -59.3% | -22.6% |
| 5Y | -13.5% | +45.0% | -58.5% | -25.9% |
| 10Y | -55.4% | -23.1% | -32.3% | -55.0% |
| All | -55.4% | -23.5% | -31.9% | -55.0% |
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