+315.5%
ARM vs KVUE
-7.9%
+323.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +0.4% |
| 7D | +12.5% | -7.2% | +19.7% | +11.1% |
| 30D | -1.4% | -5.7% | +4.3% | -2.3% |
| 3M | -18.7% | +0.2% | -18.8% | -18.6% |
| 6M | +124.6% | 0.0% | +124.6% | +124.8% |
| YTD | +141.7% | +6.5% | +135.2% | +144.6% |
| 1Y | +87.7% | -1.4% | +89.1% | +88.0% |
| All | +315.5% | -7.9% | +323.4% | +355.3% |
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