+558.3%
ASX vs KVUE
-20.4%
+578.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.2% |
| 7D | +6.5% | -6.1% | +12.6% | +6.0% |
| 30D | +3.1% | -5.6% | +8.7% | +2.7% |
| 3M | +17.4% | -0.3% | +17.7% | +17.2% |
| 6M | +85.4% | +1.4% | +84.1% | +85.2% |
| YTD | +150.1% | +6.7% | +143.3% | +150.5% |
| 1Y | +256.3% | +1.0% | +255.3% | +257.6% |
| 3Y | +446.9% | -5.4% | +452.2% | +447.0% |
| All | +558.3% | -20.4% | +578.6% | +581.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling