+100.0%
DAL vs KVUE
-0.1%
+100.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.1% |
| 7D | +3.4% | -1.9% | +5.3% | +3.8% |
| 30D | -13.6% | -3.3% | -10.3% | -12.9% |
| 3M | +1.2% | +6.0% | -4.7% | -0.1% |
| 6M | +34.5% | +2.3% | +32.2% | +33.6% |
| YTD | +14.7% | +10.3% | +4.3% | +12.1% |
| 1Y | +29.2% | +4.6% | +24.7% | +27.5% |
| 3Y | +100.0% | -2.2% | +102.2% | +95.2% |
| All | +100.0% | -0.1% | +100.1% | +95.2% |
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