+606.9%
GEV vs KVUE
-6.0%
+613.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.8% |
| 7D | -1.9% | -6.1% | +4.2% | -2.3% |
| 30D | -8.7% | -5.6% | -3.1% | -9.0% |
| 3M | +6.6% | -0.3% | +6.9% | +6.4% |
| 6M | +10.2% | +1.4% | +8.9% | +10.0% |
| YTD | +41.6% | +6.7% | +34.9% | +41.7% |
| 1Y | +43.9% | +1.0% | +42.9% | +43.3% |
| All | +606.9% | -6.0% | +613.0% | +652.4% |
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