-43.7%
KHC vs BUD
-10.2%
-33.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | +1.1% | +4.5% | -3.3% | -0.3% |
| 30D | +12.0% | +12.5% | -0.6% | +7.8% |
| 3M | +0.2% | 0.0% | +0.2% | +0.1% |
| 6M | +10.3% | +3.8% | +6.5% | +8.8% |
| YTD | +6.7% | +33.1% | -26.3% | -3.4% |
| 1Y | +10.9% | +35.5% | -24.7% | -0.3% |
| 3Y | -12.6% | +49.4% | -62.0% | -24.8% |
| 5Y | -16.3% | +48.0% | -64.3% | -29.0% |
| 10Y | -53.2% | -8.6% | -44.7% | -55.4% |
| All | -43.7% | -10.2% | -33.4% | -47.3% |
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