+342.1%
APH vs KVUE
-20.4%
+362.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.3% |
| 7D | -2.2% | -6.1% | +3.9% | -2.2% |
| 30D | -4.0% | -5.6% | +1.5% | -4.0% |
| 3M | +7.7% | -0.3% | +8.1% | +7.5% |
| 6M | +17.8% | +1.4% | +16.4% | +17.4% |
| YTD | +19.2% | +6.7% | +12.4% | +18.7% |
| 1Y | +35.7% | +1.0% | +34.7% | +35.5% |
| 3Y | +282.9% | -5.4% | +288.3% | +283.7% |
| All | +342.1% | -20.4% | +362.5% | +353.2% |
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