+151.1%
DAL vs KVUE
-16.1%
+167.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.0% |
| 7D | +0.1% | -2.2% | +2.4% | +0.6% |
| 30D | -13.9% | -3.7% | -10.3% | -13.3% |
| 3M | +1.1% | +12.3% | -11.2% | -1.2% |
| 6M | +26.2% | +5.4% | +20.8% | +24.7% |
| YTD | +16.4% | +12.4% | +4.0% | +13.6% |
| 1Y | +33.9% | -4.4% | +38.2% | +33.9% |
| 3Y | +93.4% | -7.5% | +100.9% | +89.8% |
| All | +151.1% | -16.1% | +167.2% | +147.9% |
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