+23.2%
CI vs KVUE
-20.4%
+43.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -0.1% | -5.1% | +5.1% | +0.9% |
| 30D | +1.8% | -6.3% | +8.1% | +3.0% |
| 3M | -4.2% | -0.5% | -3.7% | -4.3% |
| 6M | +8.8% | +3.1% | +5.8% | +8.1% |
| YTD | +3.7% | +6.7% | -3.0% | +2.4% |
| 1Y | -6.1% | -1.1% | -5.0% | -7.2% |
| 3Y | +4.5% | -8.7% | +13.2% | +3.8% |
| All | +23.2% | -20.4% | +43.7% | +21.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling