+1,004.8%
FIX vs KVUE
-20.6%
+1,025.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -2.3% |
| 7D | +3.5% | -7.2% | +10.7% | +3.0% |
| 30D | -3.5% | -5.7% | +2.2% | -3.9% |
| 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% | +73.1% |
| 1Y | +128.1% | -1.4% | +129.5% | +128.3% |
| 3Y | +772.7% | -5.6% | +778.3% | +784.5% |
| All | +1,004.8% | -20.6% | +1,025.3% | +1,059.1% |
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