+18.0%
KMB vs BUD
-23.7%
+41.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -3.0% | +0.3% | -3.3% | -3.1% |
| 30D | -5.5% | -5.7% | +0.2% | -4.5% |
| 3M | +14.0% | +3.1% | +10.9% | +13.4% |
| 6M | +4.1% | +7.9% | -3.8% | +2.7% |
| YTD | +8.0% | +27.3% | -19.3% | +3.8% |
| 1Y | -13.7% | +37.8% | -51.6% | -18.2% |
| 3Y | -5.9% | +49.8% | -55.8% | -12.5% |
| 5Y | -8.6% | +43.8% | -52.5% | -15.3% |
| All | +18.0% | -23.7% | +41.7% | +30.5% |
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