+76.6%
AEP vs KVUE
-9.0%
+85.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -0.9% | -5.1% | +4.2% | 0.0% |
| 30D | -1.1% | -6.3% | +5.3% | +0.1% |
| 3M | -3.3% | -0.5% | -2.8% | -3.3% |
| 6M | -4.6% | +3.1% | -7.7% | -5.3% |
| YTD | +9.4% | +6.7% | +2.7% | +7.9% |
| 1Y | +16.9% | -1.1% | +18.1% | +17.5% |
| 3Y | +76.6% | -8.7% | +85.4% | +77.5% |
| All | +76.6% | -9.0% | +85.6% | +77.5% |
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