+48.8%
KR vs BUD
+44.8%
+4.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.7% | -3.2% | +0.5% | -2.3% |
| 30D | +1.9% | -3.7% | +5.6% | +2.4% |
| 3M | -11.0% | -4.4% | -6.6% | -10.6% |
| 6M | -20.2% | +7.7% | -27.9% | -20.9% |
| YTD | -7.3% | +23.1% | -30.3% | -9.5% |
| 1Y | -13.1% | +33.6% | -46.7% | -16.0% |
| 3Y | +29.7% | +44.7% | -15.0% | +23.6% |
| 5Y | +48.8% | +44.9% | +3.8% | +37.2% |
| All | +48.8% | +44.8% | +4.0% | +37.2% |
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