+1,726.2%
BE vs KVUE
-9.0%
+1,735.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.7% | +6.7% |
| 7D | +9.0% | -5.1% | +14.2% | +8.8% |
| 30D | +16.3% | -6.3% | +22.6% | +15.9% |
| 3M | +10.8% | -0.5% | +11.3% | +10.2% |
| 6M | +73.2% | +3.1% | +70.1% | +72.0% |
| YTD | +217.4% | +6.7% | +210.7% | +214.2% |
| 1Y | +309.8% | -1.1% | +310.9% | +311.2% |
| 3Y | +1,726.2% | -8.7% | +1,734.9% | +1,626.8% |
| All | +1,726.2% | -9.0% | +1,735.2% | +1,626.8% |
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