+1,568.4%
BE vs KVUE
-20.6%
+1,589.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.6% | -3.1% |
| 7D | +23.9% | -7.2% | +31.1% | +23.4% |
| 30D | +27.8% | -5.7% | +33.5% | +27.4% |
| 3M | +3.7% | +0.2% | +3.6% | +3.2% |
| 6M | +78.0% | 0.0% | +77.9% | +77.2% |
| YTD | +209.9% | +6.5% | +203.4% | +207.6% |
| 1Y | +389.6% | -1.4% | +391.0% | +390.6% |
| 3Y | +1,730.6% | -5.6% | +1,736.2% | +1,685.4% |
| All | +1,568.4% | -20.6% | +1,589.0% | +1,446.9% |
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