-13.4%
APH vs KVUE
+4.2%
-17.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -2.0% | -4.0% |
| 7D | -13.2% | +0.1% | -13.3% | -13.0% |
| 30D | -13.0% | -1.0% | -12.0% | -12.7% |
| 3M | -14.8% | -7.4% | -7.4% | -15.5% |
| YTD | -9.2% | +0.7% | -9.9% | -6.1% |
| All | -13.4% | +4.2% | -17.6% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling