+476.3%
ASX vs KVUE
-9.1%
+485.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.0% | +3.2% |
| 7D | +11.1% | -7.2% | +18.3% | +10.4% |
| 30D | +9.6% | -5.7% | +15.3% | +9.0% |
| 3M | +18.6% | +0.2% | +18.5% | +18.4% |
| 6M | +92.1% | 0.0% | +92.1% | +91.8% |
| YTD | +158.5% | +6.5% | +152.0% | +159.1% |
| 1Y | +271.9% | -1.4% | +273.3% | +273.4% |
| All | +476.3% | -9.1% | +485.4% | +475.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling