+25.0%
ALAB vs KVUE
+1.1%
+23.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.3% |
| 7D | -6.2% | -5.1% | -1.1% | -7.2% |
| 30D | -8.7% | -6.3% | -2.3% | -9.9% |
| 3M | -20.7% | -0.5% | -20.2% | -21.4% |
| 6M | +133.5% | +3.1% | +130.4% | +131.8% |
| YTD | +75.1% | +6.7% | +68.4% | +73.3% |
| 1Y | +25.0% | -1.1% | +26.2% | +25.6% |
| All | +25.0% | +1.1% | +23.9% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling