+1,584.4%
KKR vs BUD
+122.3%
+1,462.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.4% |
| 7D | +1.6% | +1.0% | +0.6% | +1.2% |
| 30D | +14.5% | +6.7% | +7.9% | +11.2% |
| 3M | -15.0% | +5.7% | -20.7% | -17.2% |
| 6M | +1.0% | +5.8% | -4.8% | -2.4% |
| YTD | -22.6% | +34.4% | -57.0% | -34.1% |
| 1Y | -18.2% | +33.3% | -51.5% | -30.1% |
| 3Y | +56.4% | +48.8% | +7.6% | +22.8% |
| 5Y | +29.6% | +52.5% | -23.0% | -0.4% |
| 10Y | +671.3% | -4.0% | +675.3% | +575.8% |
| All | +1,584.4% | +122.3% | +1,462.1% | +610.2% |
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 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