-21.9%
KVUE vs BUD
+28.7%
-50.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | -1.9% | +0.8% | -2.7% | -2.2% |
| 30D | -3.3% | -4.8% | +1.5% | -1.7% |
| 3M | +6.0% | +1.4% | +4.6% | +5.4% |
| 6M | +2.3% | +9.9% | -7.5% | -1.0% |
| YTD | +10.3% | +26.3% | -16.0% | +2.3% |
| 1Y | +4.6% | +36.1% | -31.6% | -5.3% |
| 3Y | -2.2% | +48.6% | -50.8% | -14.8% |
| All | -21.9% | +28.7% | -50.6% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling