-24.5%
KVUE vs BUD
+26.3%
-50.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -5.1% | -2.6% | -2.5% | -4.2% |
| 30D | -6.3% | -1.2% | -5.1% | -5.9% |
| 3M | -0.5% | -4.9% | +4.4% | +1.1% |
| 6M | +3.1% | +9.3% | -6.2% | 0.0% |
| YTD | +6.7% | +24.0% | -17.3% | -0.4% |
| 1Y | -1.1% | +34.5% | -35.7% | -10.1% |
| 3Y | -8.7% | +43.7% | -52.4% | -19.6% |
| All | -24.5% | +26.3% | -50.7% | -28.3% |
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