+86.6%
EEM vs KVUE
-20.4%
+107.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -0.7% | -6.1% | +5.4% | -0.3% |
| 30D | +2.4% | -5.6% | +8.0% | +2.7% |
| 3M | +4.2% | -0.3% | +4.5% | +4.0% |
| 6M | +14.8% | +1.4% | +13.4% | +14.4% |
| YTD | +23.1% | +6.7% | +16.4% | +22.3% |
| 1Y | +32.5% | +1.0% | +31.6% | +32.4% |
| 3Y | +85.9% | -5.4% | +91.3% | +85.6% |
| All | +86.6% | -20.4% | +107.0% | +91.8% |
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