+2.5%
AMT vs KVUE
-20.4%
+22.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +1.1% | -5.1% | +6.3% | +2.0% |
| 30D | +4.4% | -6.3% | +10.7% | +5.5% |
| 3M | -5.2% | -0.5% | -4.6% | -5.1% |
| 6M | -0.8% | +3.1% | -3.9% | -1.4% |
| YTD | +3.3% | +6.7% | -3.4% | +2.2% |
| 1Y | -6.0% | -1.1% | -4.9% | -5.6% |
| 3Y | +9.6% | -8.7% | +18.3% | +10.7% |
| All | +2.5% | -20.4% | +22.9% | +1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling