+96.2%
FAST vs KVUE
-20.4%
+116.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.4% |
| 7D | -0.4% | -6.1% | +5.7% | +0.5% |
| 30D | -6.4% | -5.6% | -0.9% | -5.7% |
| 3M | +7.1% | -0.3% | +7.4% | +7.1% |
| 6M | +7.0% | +1.4% | +5.6% | +6.7% |
| YTD | +24.1% | +6.7% | +17.4% | +23.0% |
| 1Y | +4.4% | +1.0% | +3.4% | +4.1% |
| 3Y | +93.2% | -5.4% | +98.6% | +95.8% |
| All | +96.2% | -20.4% | +116.6% | +98.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling