+337.5%
APH vs KVUE
-13.6%
+351.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.4% | +13.1% | +11.3% | +22.3% |
| 7D | +24.4% | +13.1% | +11.3% | +22.3% |
| 30D | +24.4% | +13.1% | +11.3% | +22.3% |
| 3M | +24.4% | +13.1% | +11.3% | +22.3% |
| 6M | +8.0% | +12.7% | -4.7% | +6.2% |
| YTD | +18.0% | +15.9% | +2.1% | +15.9% |
| 1Y | +14.8% | +42.1% | -27.3% | +12.1% |
| 3Y | +306.0% | +17.3% | +288.6% | +297.7% |
| All | +337.5% | -13.6% | +351.1% | +342.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling