+285.6%
APH vs KVUE
-9.1%
+294.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.5% |
| 7D | +1.6% | -7.2% | +8.8% | +1.6% |
| 30D | -3.0% | -5.7% | +2.7% | -3.0% |
| 3M | +5.7% | +0.2% | +5.6% | +5.5% |
| 6M | +20.0% | 0.0% | +20.0% | +19.6% |
| YTD | +20.8% | +6.5% | +14.3% | +20.4% |
| 1Y | +40.2% | -1.4% | +41.7% | +40.2% |
| All | +285.6% | -9.1% | +294.7% | +280.5% |
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