+1,828.8%
APP vs KVUE
-16.1%
+1,844.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.4% |
| 7D | +0.9% | -2.2% | +3.1% | +1.3% |
| 30D | -23.3% | -3.7% | -19.6% | -22.7% |
| 3M | -42.6% | +12.3% | -54.9% | -43.6% |
| 6M | -33.6% | +5.4% | -39.0% | -34.1% |
| YTD | -52.4% | +12.4% | -64.9% | -53.3% |
| 1Y | -35.9% | -4.4% | -31.5% | -34.7% |
| 3Y | +642.2% | -7.5% | +649.8% | +664.8% |
| All | +1,828.8% | -16.1% | +1,844.9% | +1,853.6% |
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