+1,735.5%
APP vs KVUE
-20.6%
+1,756.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -1.6% |
| 7D | -4.4% | -7.2% | +2.8% | -3.1% |
| 30D | -10.0% | -5.7% | -4.3% | -9.1% |
| 3M | -41.4% | +0.2% | -41.6% | -41.3% |
| 6M | -41.0% | 0.0% | -41.0% | -40.9% |
| YTD | -54.7% | +6.5% | -61.2% | -55.2% |
| 1Y | -45.3% | -1.4% | -43.9% | -44.9% |
| 3Y | +624.3% | -5.6% | +629.9% | +649.1% |
| All | +1,735.5% | -20.6% | +1,756.1% | +1,777.0% |
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