+1,056.5%
FIX vs KVUE
-20.4%
+1,077.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.3% | +6.3% |
| 7D | +5.0% | -5.1% | +10.1% | +4.6% |
| 30D | -2.7% | -6.3% | +3.6% | -3.1% |
| 3M | -8.2% | -0.5% | -7.7% | -8.5% |
| 6M | +20.3% | +3.1% | +17.2% | +19.9% |
| YTD | +81.4% | +6.7% | +74.7% | +81.2% |
| 1Y | +121.5% | -1.1% | +122.6% | +121.7% |
| 3Y | +807.4% | -8.7% | +816.2% | +824.7% |
| All | +1,056.5% | -20.4% | +1,077.0% | +1,113.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling