+117.4%
COIN vs KVUE
-9.0%
+126.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -5.1% | -5.1% | 0.0% | -4.9% |
| 30D | +17.6% | -6.3% | +23.9% | +17.8% |
| 3M | +9.2% | -0.5% | +9.8% | +9.3% |
| 6M | -11.8% | +3.1% | -14.9% | -11.7% |
| YTD | -22.5% | +6.7% | -29.2% | -22.8% |
| 1Y | -45.9% | -1.1% | -44.8% | -45.5% |
| 3Y | +117.4% | -8.7% | +126.1% | +112.3% |
| All | +117.4% | -9.0% | +126.4% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling