+83.1%
KO vs BUD
+44.8%
+38.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.6% |
| 3M | +5.8% | -4.4% | +10.2% | +7.1% |
| 6M | +14.3% | +7.7% | +6.6% | +11.7% |
| YTD | +27.3% | +23.1% | +4.3% | +19.9% |
| 1Y | +33.2% | +33.6% | -0.5% | +22.4% |
| 3Y | +64.5% | +44.7% | +19.8% | +45.5% |
| 5Y | +83.1% | +44.9% | +38.2% | +58.6% |
| All | +83.1% | +44.8% | +38.4% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling