+177.9%
KO vs BUD
-22.8%
+200.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.1% | -3.2% | +2.1% | -0.1% |
| 30D | +1.6% | -3.7% | +5.2% | +2.7% |
| 3M | +5.8% | -4.4% | +10.2% | +7.1% |
| 6M | +14.3% | +7.7% | +6.6% | +11.5% |
| YTD | +27.3% | +23.1% | +4.3% | +19.3% |
| 1Y | +33.2% | +33.6% | -0.5% | +21.6% |
| 3Y | +64.5% | +44.7% | +19.8% | +44.5% |
| 5Y | +83.1% | +44.9% | +38.2% | +58.1% |
| All | +177.9% | -22.8% | +200.7% | +161.3% |
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