+62.8%
KKR vs BUD
+43.8%
+19.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -8.1% | -3.2% | -4.9% | -7.8% |
| 30D | -9.1% | -3.7% | -5.4% | -8.8% |
| 3M | +6.4% | -4.4% | +10.8% | +6.6% |
| 6M | +12.6% | +7.7% | +4.8% | +10.9% |
| YTD | -20.4% | +23.1% | -43.5% | -24.3% |
| 1Y | -27.1% | +33.6% | -60.7% | -31.8% |
| All | +62.8% | +43.8% | +19.0% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling