+228.1%
AMAT vs KVUE
-0.1%
+228.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.8% | +3.7% |
| 7D | +7.0% | -1.9% | +8.9% | +6.7% |
| 30D | -12.2% | -3.3% | -8.9% | -12.6% |
| 3M | -3.8% | +6.0% | -9.8% | -3.3% |
| 6M | +45.9% | +2.3% | +43.6% | +46.3% |
| YTD | +84.6% | +10.3% | +74.3% | +86.5% |
| 1Y | +193.4% | +4.6% | +188.8% | +195.6% |
| 3Y | +228.1% | -2.2% | +230.3% | +235.0% |
| All | +228.1% | -0.1% | +228.2% | +235.0% |
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