+221.9%
GOOG vs KVUE
-20.4%
+242.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | 0.0% | -5.1% | +5.2% | +0.2% |
| 30D | -2.0% | -6.3% | +4.4% | -1.7% |
| 3M | -5.9% | -0.5% | -5.4% | -5.8% |
| 6M | +8.9% | +3.1% | +5.8% | +8.8% |
| YTD | +7.1% | +6.7% | +0.4% | +6.9% |
| 1Y | +39.7% | -1.1% | +40.8% | +39.6% |
| 3Y | +145.8% | -8.7% | +154.6% | +141.6% |
| All | +221.9% | -20.4% | +242.3% | +209.3% |
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 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