+237.7%
C vs KVUE
-17.7%
+255.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | +3.2% | -1.9% | +5.1% | +3.4% |
| 30D | +1.3% | -3.3% | +4.6% | +1.6% |
| 3M | +3.1% | +6.0% | -2.8% | +2.5% |
| 6M | +29.6% | +2.3% | +27.3% | +29.1% |
| YTD | +19.0% | +10.3% | +8.6% | +17.6% |
| 1Y | +45.6% | +4.6% | +41.1% | +44.3% |
| 3Y | +269.3% | -2.2% | +271.5% | +264.8% |
| All | +237.7% | -17.7% | +255.4% | +234.7% |
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 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