+518.3%
AVGO vs KVUE
-20.4%
+538.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.1% | -5.1% | +6.3% | +0.3% |
| 30D | -13.0% | -6.3% | -6.7% | -13.9% |
| 3M | -6.0% | -0.5% | -5.5% | -6.0% |
| 6M | +6.4% | +3.1% | +3.3% | +7.1% |
| YTD | +5.0% | +6.7% | -1.7% | +6.3% |
| 1Y | +1.4% | -1.1% | +2.5% | +2.4% |
| 3Y | +336.8% | -8.7% | +345.6% | +339.2% |
| All | +518.3% | -20.4% | +538.8% | +534.2% |
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 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