+32.3%
EEM vs KVUE
+1.1%
+31.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -1.3% | -5.1% | +3.9% | -1.4% |
| 30D | +2.1% | -6.3% | +8.4% | +1.9% |
| 3M | +1.0% | -0.5% | +1.5% | +0.8% |
| 6M | +15.9% | +3.1% | +12.8% | +15.5% |
| YTD | +24.6% | +6.7% | +18.0% | +24.7% |
| 1Y | +32.3% | -1.1% | +33.4% | +30.3% |
| All | +32.3% | +1.1% | +31.2% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling