-55.3%
ADBE vs KVUE
-9.0%
-46.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -5.1% | -0.2% | -4.9% |
| 30D | -2.5% | -6.3% | +3.8% | -1.9% |
| 3M | +15.3% | -0.5% | +15.8% | +15.7% |
| 6M | -7.8% | +3.1% | -10.9% | -7.7% |
| YTD | -27.9% | +6.7% | -34.6% | -28.0% |
| 1Y | -28.0% | -1.1% | -26.9% | -27.7% |
| 3Y | -55.3% | -8.7% | -46.6% | -52.9% |
| All | -55.3% | -9.0% | -46.3% | -52.9% |
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