+202.9%
C vs KVUE
-13.6%
+216.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +13.1% | -15.6% | -3.6% |
| 7D | -2.5% | +13.1% | -15.6% | -3.6% |
| 30D | -2.5% | +13.1% | -15.6% | -3.6% |
| 3M | -2.5% | +13.1% | -15.6% | -3.6% |
| 6M | -3.2% | +12.7% | -16.0% | -4.2% |
| YTD | +6.7% | +15.9% | -9.2% | +5.1% |
| 1Y | +25.0% | +42.1% | -17.2% | +20.5% |
| 3Y | +245.3% | +17.3% | +228.0% | +241.9% |
| All | +202.9% | -13.6% | +216.5% | +199.3% |
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 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