+87.8%
AAPL vs KVUE
-9.0%
+96.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -5.1% | +9.0% | +4.4% |
| 30D | +9.9% | -6.3% | +16.3% | +10.6% |
| 3M | +12.5% | -0.5% | +13.0% | +12.6% |
| 6M | +27.6% | +3.1% | +24.5% | +27.3% |
| YTD | +22.6% | +6.7% | +15.9% | +21.9% |
| 1Y | +45.0% | -1.1% | +46.1% | +45.4% |
| 3Y | +87.8% | -8.7% | +96.5% | +94.3% |
| All | +87.8% | -9.0% | +96.7% | +94.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling