+62.9%
KO vs BUD
+43.8%
+19.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.1% | -3.2% | +2.1% | -0.2% |
| 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% | +11.8% |
| YTD | +27.3% | +23.1% | +4.3% | +20.3% |
| 1Y | +33.2% | +33.6% | -0.5% | +23.0% |
| All | +62.9% | +43.8% | +19.1% | +42.4% |
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