+97.6%
FAST vs KVUE
-17.7%
+115.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | -0.2% |
| 7D | +1.3% | -1.9% | +3.2% | +1.6% |
| 30D | -4.7% | -3.3% | -1.4% | -4.3% |
| 3M | +7.9% | +6.0% | +2.0% | +7.1% |
| 6M | +7.4% | +2.3% | +5.1% | +6.9% |
| YTD | +25.1% | +10.3% | +14.7% | +23.3% |
| 1Y | +4.7% | +4.6% | +0.1% | +3.8% |
| 3Y | +94.7% | -2.2% | +96.9% | +96.3% |
| All | +97.6% | -17.7% | +115.4% | +99.3% |
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