+236.8%
APH vs KVUE
-24.9%
+261.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -2.0% | -4.2% |
| 7D | -13.2% | +0.1% | -13.3% | -13.1% |
| 30D | -13.0% | -1.0% | -12.0% | -12.9% |
| 3M | -14.8% | -7.4% | -7.4% | -14.7% |
| 6M | -14.3% | +5.2% | -19.5% | -14.4% |
| YTD | -9.2% | +0.7% | -9.9% | -9.2% |
| 1Y | +52.5% | -26.7% | +79.2% | +54.0% |
| 3Y | +234.4% | -26.3% | +260.7% | +243.4% |
| All | +236.8% | -24.9% | +261.8% | +246.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling