+695.1%
KKR vs BUD
-22.8%
+717.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -8.1% | -3.2% | -4.9% | -6.9% |
| 30D | -9.1% | -3.7% | -5.4% | -7.7% |
| 3M | +6.4% | -4.4% | +10.8% | +7.8% |
| 6M | +12.6% | +7.7% | +4.8% | +8.0% |
| YTD | -20.4% | +23.1% | -43.5% | -28.4% |
| 1Y | -27.1% | +33.6% | -60.7% | -36.8% |
| 3Y | +63.8% | +44.7% | +19.1% | +32.9% |
| 5Y | +67.6% | +44.9% | +22.7% | +34.9% |
| All | +695.1% | -22.8% | +717.9% | +583.8% |
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