+67.0%
EWZ vs KVUE
-16.1%
+83.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +6.5% | -2.2% | +8.7% | +6.8% |
| 30D | +4.8% | -3.7% | +8.5% | +5.4% |
| 3M | +9.9% | +12.3% | -2.4% | +7.8% |
| 6M | +1.9% | +5.4% | -3.5% | +0.9% |
| YTD | +20.3% | +12.4% | +7.9% | +18.0% |
| 1Y | +35.6% | -4.4% | +40.0% | +36.2% |
| 3Y | +43.4% | -7.5% | +51.0% | +44.2% |
| All | +67.0% | -16.1% | +83.2% | +73.7% |
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