-0.3%
BA vs KVUE
-0.1%
-0.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | +2.5% | -1.9% | +4.4% | +2.7% |
| 30D | -10.1% | -3.3% | -6.8% | -9.7% |
| 3M | -2.4% | +6.0% | -8.4% | -3.2% |
| 6M | -8.8% | +2.3% | -11.2% | -9.3% |
| YTD | -2.9% | +10.3% | -13.3% | -4.2% |
| 1Y | -8.8% | +4.6% | -13.3% | -9.6% |
| 3Y | -0.3% | -2.2% | +1.9% | -0.5% |
| All | -0.3% | -0.1% | -0.1% | -0.5% |
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