-3.7%
AAL vs KVUE
-20.4%
+16.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -0.9% | -5.1% | +4.2% | +0.4% |
| 30D | -12.9% | -6.3% | -6.5% | -11.4% |
| 3M | -11.2% | -0.5% | -10.7% | -10.9% |
| 6M | +17.8% | +3.1% | +14.8% | +17.3% |
| YTD | -15.1% | +6.7% | -21.8% | -16.3% |
| 1Y | +0.5% | -1.1% | +1.6% | +0.3% |
| 3Y | -7.7% | -8.7% | +1.1% | -7.7% |
| All | -3.7% | -20.4% | +16.7% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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