-10.3%
KHC vs BUD
+46.3%
-56.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -1.8% | +0.3% | -2.0% | -1.9% |
| 30D | -1.9% | -5.7% | +3.8% | -0.2% |
| 3M | +14.4% | +3.1% | +11.3% | +13.3% |
| 6M | +8.7% | +7.9% | +0.8% | +6.1% |
| YTD | +7.8% | +27.3% | -19.6% | +0.3% |
| 1Y | -1.5% | +37.8% | -39.3% | -10.5% |
| 3Y | -9.9% | +49.8% | -59.7% | -20.4% |
| All | -10.3% | +46.3% | -56.6% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling