+133.9%
ARM vs KVUE
-16.4%
+150.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -0.5% |
| 7D | -7.1% | +4.0% | -11.1% | -6.5% |
| 30D | -13.5% | +4.1% | -17.6% | -12.6% |
| 3M | +4.5% | -22.2% | +26.6% | +0.4% |
| 6M | +19.2% | -28.4% | +47.6% | +12.9% |
| YTD | +20.6% | -18.7% | +39.3% | +18.1% |
| 1Y | +6.3% | -26.0% | +32.3% | +1.9% |
| All | +133.9% | -16.4% | +150.4% | +151.7% |
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