+356.0%
APH vs KVUE
-16.1%
+372.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | +5.0% | -2.2% | +7.2% | +5.0% |
| 30D | -3.9% | -3.7% | -0.2% | -3.8% |
| 3M | +13.0% | +12.3% | +0.7% | +12.4% |
| 6M | +25.2% | +5.4% | +19.7% | +24.7% |
| YTD | +22.9% | +12.4% | +10.5% | +22.4% |
| 1Y | +47.8% | -4.4% | +52.2% | +48.2% |
| 3Y | +283.0% | -7.5% | +290.6% | +286.4% |
| All | +356.0% | -16.1% | +372.2% | +367.3% |
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