+86.9%
FAST vs KVUE
+13.0%
+73.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +12.3% | +6.4% | +15.6% |
| 7D | +18.8% | +12.3% | +6.4% | +15.6% |
| 30D | +18.8% | +12.3% | +6.4% | +15.6% |
| 3M | +18.8% | +12.3% | +6.4% | +15.6% |
| 6M | +16.8% | +12.7% | +4.0% | +13.6% |
| YTD | +32.1% | +15.9% | +16.3% | +28.0% |
| 1Y | +27.6% | +42.1% | -14.5% | +19.9% |
| All | +86.9% | +13.0% | +73.8% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling