+53.5%
BP vs KVUE
-20.4%
+73.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +5.2% | -5.1% | +10.3% | +5.4% |
| 30D | +8.7% | -6.3% | +15.0% | +8.9% |
| 3M | +9.3% | -0.5% | +9.8% | +9.1% |
| 6M | +13.6% | +3.1% | +10.5% | +13.0% |
| YTD | +37.7% | +6.7% | +31.0% | +36.6% |
| 1Y | +40.6% | -1.1% | +41.8% | +40.3% |
| 3Y | +40.3% | -8.7% | +49.1% | +42.6% |
| All | +53.5% | -20.4% | +73.9% | +63.7% |
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