+766.8%
FIX vs KVUE
-9.1%
+776.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -2.3% |
| 7D | +3.5% | -7.2% | +10.7% | +2.8% |
| 30D | -3.5% | -5.7% | +2.2% | -4.0% |
| 3M | -11.8% | +0.2% | -11.9% | -12.0% |
| 6M | +17.8% | 0.0% | +17.8% | +17.3% |
| YTD | +73.3% | +6.5% | +66.8% | +73.3% |
| 1Y | +128.1% | -1.4% | +129.5% | +128.3% |
| All | +766.8% | -9.1% | +776.0% | +778.3% |
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 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