+10.0%
ADSK vs KVUE
-20.4%
+30.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | -5.1% | +2.6% | -1.8% |
| 30D | -14.9% | -6.3% | -8.6% | -14.1% |
| 3M | +3.3% | -0.5% | +3.8% | +3.7% |
| 6M | -15.7% | +3.1% | -18.7% | -15.7% |
| YTD | -28.2% | +6.7% | -34.9% | -28.5% |
| 1Y | -34.5% | -1.1% | -33.4% | -34.4% |
| 3Y | -2.9% | -8.7% | +5.8% | -3.6% |
| All | +10.0% | -20.4% | +30.5% | +9.7% |
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