+51.3%
GEV vs KVUE
+1.1%
+50.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +1.6% | -5.1% | +6.7% | +1.3% |
| 30D | -7.9% | -6.3% | -1.6% | -8.3% |
| 3M | +5.6% | -0.5% | +6.1% | +5.1% |
| 6M | +13.1% | +3.1% | +10.0% | +12.3% |
| YTD | +46.7% | +6.7% | +40.1% | +45.7% |
| 1Y | +51.3% | -1.1% | +52.4% | +49.3% |
| All | +51.3% | +1.1% | +50.2% | +49.3% |
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 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