+83.6%
AMGN vs KVUE
-20.4%
+104.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.3% |
| 7D | -13.9% | -6.1% | -7.8% | -12.8% |
| 30D | -7.1% | -5.6% | -1.6% | -6.1% |
| 3M | +13.9% | -0.3% | +14.3% | +14.2% |
| 6M | +3.2% | +1.4% | +1.9% | +3.1% |
| YTD | +19.2% | +6.7% | +12.5% | +18.1% |
| 1Y | +41.1% | +1.0% | +40.2% | +41.1% |
| 3Y | +61.3% | -5.4% | +66.7% | +61.5% |
| All | +83.6% | -20.4% | +104.0% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling