+234.8%
EWY vs KVUE
-20.4%
+255.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.3% |
| 7D | -0.1% | -5.1% | +5.0% | +0.1% |
| 30D | +7.3% | -6.3% | +13.6% | +7.5% |
| 3M | -5.1% | -0.5% | -4.6% | -5.4% |
| 6M | +42.1% | +3.1% | +39.0% | +41.2% |
| YTD | +94.1% | +6.7% | +87.4% | +92.9% |
| 1Y | +147.8% | -1.1% | +149.0% | +147.3% |
| 3Y | +222.9% | -8.7% | +231.7% | +221.4% |
| All | +234.8% | -20.4% | +255.2% | +239.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling