+42.0%
F vs KVUE
-20.6%
+62.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.4% | -3.4% |
| 7D | -4.9% | -7.2% | +2.3% | -3.7% |
| 30D | -2.9% | -5.7% | +2.8% | -2.0% |
| 3M | -9.1% | +0.2% | -9.2% | -9.1% |
| 6M | +12.9% | 0.0% | +12.9% | +12.8% |
| YTD | +6.1% | +6.5% | -0.4% | +5.1% |
| 1Y | +22.5% | -1.4% | +23.9% | +23.1% |
| 3Y | +32.1% | -5.6% | +37.7% | +31.1% |
| All | +42.0% | -20.6% | +62.6% | +40.1% |
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