+23.3%
CI vs KVUE
-16.1%
+39.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | +1.3% | -2.2% | +3.5% | +1.7% |
| 30D | +4.4% | -3.7% | +8.1% | +5.1% |
| 3M | +0.7% | +12.3% | -11.6% | -1.6% |
| 6M | +0.3% | +5.4% | -5.1% | -0.8% |
| YTD | +3.8% | +12.4% | -8.6% | +1.4% |
| 1Y | -5.5% | -4.4% | -1.1% | -6.5% |
| 3Y | +8.1% | -7.5% | +15.7% | +6.1% |
| All | +23.3% | -16.1% | +39.5% | +20.1% |
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 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