+31.0%
CRM vs KVUE
-20.4%
+51.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -4.4% | -5.1% | +0.7% | -4.3% |
| 30D | +28.1% | -6.3% | +34.5% | +28.4% |
| 3M | +48.8% | -0.5% | +49.3% | +49.2% |
| 6M | +28.3% | +3.1% | +25.2% | +28.7% |
| YTD | -6.0% | +6.7% | -12.7% | -5.7% |
| 1Y | +1.4% | -1.1% | +2.6% | +2.5% |
| 3Y | +11.8% | -8.7% | +20.6% | +12.3% |
| All | +31.0% | -20.4% | +51.4% | +29.7% |
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