+1.2%
AMT vs KVUE
-17.7%
+19.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.2% |
| 7D | -0.2% | -1.9% | +1.8% | +0.1% |
| 30D | +1.8% | -3.3% | +5.2% | +2.4% |
| 3M | -6.2% | +6.0% | -12.1% | -7.1% |
| 6M | -5.0% | +2.3% | -7.3% | -5.4% |
| YTD | +2.1% | +10.3% | -8.3% | +0.4% |
| 1Y | -5.7% | +4.6% | -10.3% | -6.3% |
| 3Y | +7.9% | -2.2% | +10.1% | +8.9% |
| All | +1.2% | -17.7% | +19.0% | -0.4% |
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