+133.4%
KR vs BUD
-22.3%
+155.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.7% |
| 7D | -0.2% | -2.6% | +2.5% | 0.0% |
| 30D | +5.1% | -1.2% | +6.3% | +5.1% |
| 3M | -8.2% | -4.9% | -3.2% | -7.9% |
| 6M | -18.0% | +9.3% | -27.3% | -18.4% |
| YTD | -4.8% | +24.0% | -28.7% | -5.8% |
| 1Y | -11.0% | +34.5% | -45.6% | -12.4% |
| 3Y | +37.7% | +43.7% | -6.0% | +35.1% |
| 5Y | +52.8% | +46.0% | +6.8% | +49.2% |
| All | +133.4% | -22.3% | +155.6% | +141.5% |
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