+52.1%
BP vs KVUE
-20.6%
+72.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +1.9% |
| 7D | +4.0% | -7.2% | +11.2% | +4.2% |
| 30D | +7.8% | -5.7% | +13.5% | +8.0% |
| 3M | +8.4% | +0.2% | +8.2% | +8.1% |
| 6M | +15.1% | 0.0% | +15.0% | +14.8% |
| YTD | +36.4% | +6.5% | +29.9% | +35.4% |
| 1Y | +40.9% | -1.4% | +42.3% | +40.6% |
| 3Y | +38.8% | -5.6% | +44.5% | +40.5% |
| All | +52.1% | -20.6% | +72.7% | +62.2% |
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