+110.8%
ADI vs KVUE
-20.4%
+131.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +1.3% | -6.1% | +7.5% | +1.9% |
| 30D | -6.0% | -5.6% | -0.4% | -5.5% |
| 3M | -7.7% | -0.3% | -7.4% | -7.9% |
| 6M | +14.0% | +1.4% | +12.6% | +13.4% |
| YTD | +34.4% | +6.7% | +27.6% | +33.0% |
| 1Y | +48.0% | +1.0% | +47.0% | +47.6% |
| 3Y | +113.3% | -5.4% | +118.7% | +114.2% |
| All | +110.8% | -20.4% | +131.2% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling