-43.1%
KHC vs BUD
-14.1%
-29.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 3M | +14.4% | +3.1% | +11.3% | +13.1% |
| 6M | +8.7% | +7.9% | +0.8% | +5.6% |
| YTD | +7.8% | +27.3% | -19.6% | -1.0% |
| 1Y | -1.5% | +37.8% | -39.3% | -12.0% |
| 3Y | -9.9% | +49.8% | -59.7% | -22.5% |
| 5Y | -10.7% | +43.8% | -54.6% | -23.7% |
| 10Y | -55.7% | -22.6% | -33.1% | -54.7% |
| All | -43.1% | -14.1% | -29.0% | -46.0% |
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 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