+133.5%
B vs KVUE
-17.7%
+151.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.3% |
| 7D | +2.3% | -1.9% | +4.2% | +2.5% |
| 30D | +1.4% | -3.3% | +4.7% | +1.7% |
| 3M | +12.2% | +6.0% | +6.2% | +11.7% |
| 6M | -2.1% | +2.3% | -4.5% | -2.3% |
| YTD | +2.9% | +10.3% | -7.4% | +2.3% |
| 1Y | +55.3% | +4.6% | +50.7% | +56.4% |
| 3Y | +198.7% | -2.2% | +200.9% | +200.2% |
| All | +133.5% | -17.7% | +151.2% | +149.1% |
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 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