+196.6%
B vs KVUE
-9.1%
+205.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +1.4% |
| 7D | +1.0% | -7.2% | +8.3% | +1.6% |
| 30D | +9.5% | -5.7% | +15.2% | +10.0% |
| 3M | +14.3% | +0.2% | +14.2% | +14.4% |
| 6M | -1.9% | 0.0% | -1.9% | -1.8% |
| YTD | +4.1% | +6.5% | -2.4% | +3.9% |
| 1Y | +56.1% | -1.4% | +57.5% | +58.8% |
| All | +196.6% | -9.1% | +205.7% | +200.2% |
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 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