+2.1%
KMB vs BUD
+49.6%
-47.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.7% |
| 7D | +0.9% | +1.0% | -0.1% | +0.6% |
| 30D | +10.1% | +6.7% | +3.4% | +7.9% |
| 3M | 0.0% | +5.7% | -5.7% | -1.8% |
| 6M | +15.7% | +5.8% | +9.9% | +13.6% |
| YTD | +12.6% | +34.4% | -21.8% | +4.3% |
| 1Y | +10.1% | +33.3% | -23.1% | +2.2% |
| 3Y | +2.1% | +48.8% | -46.7% | -7.8% |
| All | +2.1% | +49.6% | -47.4% | -7.8% |
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 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