+313.3%
ANET vs KVUE
-9.0%
+322.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +3.0% | -5.1% | +8.1% | +2.4% |
| 30D | -5.2% | -6.3% | +1.1% | -5.9% |
| 3M | +27.6% | -0.5% | +28.1% | +27.4% |
| 6M | +44.4% | +3.1% | +41.3% | +44.7% |
| YTD | +52.3% | +6.7% | +45.6% | +53.1% |
| 1Y | +30.4% | -1.1% | +31.6% | +31.3% |
| 3Y | +313.3% | -8.7% | +322.0% | +319.8% |
| All | +313.3% | -9.0% | +322.2% | +319.8% |
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