+38.7%
KMB vs BUD
-8.7%
+47.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.0% |
| 7D | +3.4% | +1.3% | +2.1% | +3.2% |
| 30D | +14.7% | +10.0% | +4.7% | +12.8% |
| 3M | +3.3% | +1.6% | +1.7% | +2.9% |
| 6M | +16.8% | +6.5% | +10.3% | +15.5% |
| YTD | +15.2% | +34.8% | -19.6% | +9.6% |
| 1Y | +13.3% | +36.5% | -23.2% | +7.5% |
| 3Y | +5.4% | +49.0% | -43.5% | -1.9% |
| 5Y | +2.7% | +51.7% | -49.0% | -5.6% |
| 10Y | +38.7% | -7.5% | +46.2% | +45.1% |
| All | +38.7% | -8.7% | +47.4% | +45.1% |
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