+299.7%
ARM vs KVUE
-7.7%
+307.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.8% |
| 7D | +4.8% | -6.1% | +10.9% | +3.7% |
| 30D | -5.5% | -5.6% | +0.1% | -6.3% |
| 3M | -17.3% | -0.3% | -17.0% | -17.3% |
| 6M | +110.9% | +1.4% | +109.5% | +111.4% |
| YTD | +132.5% | +6.7% | +125.8% | +135.4% |
| 1Y | +64.9% | +1.0% | +63.9% | +65.9% |
| All | +299.7% | -7.7% | +307.4% | +338.2% |
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