+240.3%
C vs KVUE
-20.6%
+260.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.1% |
| 7D | +2.6% | -7.2% | +9.8% | +3.3% |
| 30D | +1.9% | -5.7% | +7.6% | +2.5% |
| 3M | +2.8% | +0.2% | +2.6% | +2.7% |
| 6M | +30.6% | 0.0% | +30.5% | +30.3% |
| YTD | +19.9% | +6.5% | +13.4% | +18.8% |
| 1Y | +44.6% | -1.4% | +46.0% | +44.0% |
| 3Y | +272.1% | -5.6% | +277.7% | +268.9% |
| All | +240.3% | -20.6% | +260.9% | +238.3% |
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