+33.9%
KIM vs BUD
+51.6%
-17.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.3% |
| 30D | +14.1% | +6.7% | +7.4% | +11.0% |
| 3M | +6.0% | +5.7% | +0.3% | +3.3% |
| 6M | +13.2% | +5.8% | +7.4% | +10.1% |
| YTD | +30.4% | +34.4% | -4.0% | +13.7% |
| 1Y | +31.0% | +33.3% | -2.2% | +14.6% |
| 3Y | +67.6% | +48.8% | +18.8% | +36.2% |
| All | +33.9% | +51.6% | -17.7% | +3.2% |
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