+121.5%
FIX vs KVUE
+1.1%
+120.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.3% | +6.3% |
| 7D | +5.0% | -5.1% | +10.1% | +3.8% |
| 30D | -2.7% | -6.3% | +3.6% | -4.1% |
| 3M | -8.2% | -0.5% | -7.7% | -8.8% |
| 6M | +20.3% | +3.1% | +17.2% | +19.6% |
| YTD | +81.4% | +6.7% | +74.7% | +81.8% |
| 1Y | +121.5% | -1.1% | +122.6% | +112.7% |
| All | +121.5% | +1.1% | +120.4% | +112.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling