+123.4%
ADI vs KVUE
-9.0%
+132.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -5.1% | +9.7% | +5.0% |
| 30D | -1.2% | -6.3% | +5.2% | -0.6% |
| 3M | -7.8% | -0.5% | -7.3% | -8.0% |
| 6M | +19.3% | +3.1% | +16.3% | +18.5% |
| YTD | +40.9% | +6.7% | +34.2% | +39.4% |
| 1Y | +54.5% | -1.1% | +55.6% | +54.9% |
| 3Y | +123.4% | -8.7% | +132.2% | +129.6% |
| All | +123.4% | -9.0% | +132.4% | +129.6% |
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