+358.7%
ALAB vs KVUE
-2.1%
+360.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.3% |
| 7D | +0.6% | -6.1% | +6.7% | -1.0% |
| 30D | -8.8% | -5.6% | -3.2% | -10.1% |
| 3M | -14.0% | -0.3% | -13.7% | -14.0% |
| 6M | +144.3% | +1.4% | +142.9% | +145.9% |
| YTD | +71.0% | +6.7% | +64.3% | +73.9% |
| 1Y | +23.5% | +1.0% | +22.6% | +23.0% |
| All | +358.7% | -2.1% | +360.8% | +353.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling