+1,792.2%
APP vs KVUE
-20.4%
+1,812.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +0.3% | -6.1% | +6.4% | +1.4% |
| 30D | -1.3% | -5.6% | +4.3% | -0.3% |
| 3M | -36.2% | -0.3% | -35.9% | -36.0% |
| 6M | -34.1% | +1.4% | -35.5% | -34.1% |
| YTD | -53.3% | +6.7% | -60.1% | -53.8% |
| 1Y | -44.5% | +1.0% | -45.5% | -44.4% |
| 3Y | +646.7% | -5.4% | +652.0% | +672.0% |
| All | +1,792.2% | -20.4% | +1,812.6% | +1,834.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling