+328.9%
AMAT vs KVUE
-20.6%
+349.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.6% | -1.2% |
| 7D | +6.9% | -7.2% | +14.1% | +6.0% |
| 30D | -10.1% | -5.7% | -4.4% | -10.7% |
| 3M | -6.0% | +0.2% | -6.1% | -6.1% |
| 6M | +38.6% | 0.0% | +38.6% | +38.4% |
| YTD | +83.1% | +6.5% | +76.6% | +83.7% |
| 1Y | +188.3% | -1.4% | +189.8% | +188.9% |
| 3Y | +225.3% | -5.6% | +230.9% | +228.7% |
| All | +328.9% | -20.6% | +349.4% | +351.1% |
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