+1,001.5%
FIX vs KVUE
-16.1%
+1,017.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +1.8% |
| 7D | +6.0% | -2.2% | +8.3% | +5.9% |
| 30D | -7.2% | -3.7% | -3.6% | -7.5% |
| 3M | -15.9% | +12.3% | -28.1% | -15.7% |
| 6M | +12.7% | +5.4% | +7.3% | +12.7% |
| YTD | +72.8% | +12.4% | +60.3% | +73.2% |
| 1Y | +122.9% | -4.4% | +127.3% | +124.4% |
| 3Y | +774.3% | -7.5% | +781.9% | +800.7% |
| All | +1,001.5% | -16.1% | +1,017.6% | +1,060.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling