+663.6%
FLEX vs KVUE
-20.4%
+684.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.1% | +7.2% | +7.2% |
| 7D | +5.7% | -5.1% | +10.8% | +5.5% |
| 30D | -7.0% | -6.3% | -0.7% | -7.3% |
| 3M | -23.8% | -0.5% | -23.3% | -24.0% |
| 6M | +82.6% | +3.1% | +79.6% | +81.9% |
| YTD | +91.6% | +6.7% | +84.9% | +90.9% |
| 1Y | +100.6% | -1.1% | +101.7% | +99.5% |
| 3Y | +479.8% | -8.7% | +488.5% | +487.5% |
| All | +663.6% | -20.4% | +684.1% | +690.6% |
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 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