+31.0%
BABA vs KVUE
-9.1%
+40.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.6% | -2.5% |
| 7D | -2.2% | -7.2% | +5.1% | -1.3% |
| 30D | -17.3% | -5.7% | -11.6% | -16.8% |
| 3M | -7.8% | +0.2% | -7.9% | -8.1% |
| 6M | -16.8% | 0.0% | -16.8% | -17.1% |
| YTD | -24.7% | +6.5% | -31.2% | -25.6% |
| 1Y | -24.9% | -1.4% | -23.5% | -24.5% |
| All | +31.0% | -9.1% | +40.2% | +31.3% |
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