+153.1%
BAC vs KVUE
-20.4%
+173.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -0.3% | -6.1% | +5.9% | +0.5% |
| 30D | -1.8% | -5.6% | +3.8% | -1.1% |
| 3M | +15.3% | -0.3% | +15.6% | +15.2% |
| 6M | +30.2% | +1.4% | +28.8% | +29.7% |
| YTD | +15.6% | +6.7% | +8.8% | +14.3% |
| 1Y | +27.5% | +1.0% | +26.5% | +26.6% |
| 3Y | +137.0% | -5.4% | +142.4% | +134.5% |
| All | +153.1% | -20.4% | +173.5% | +154.3% |
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 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