+226.4%
GOOGL vs KVUE
-20.4%
+246.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | 0.0% | -5.1% | +5.1% | +0.2% |
| 30D | -1.4% | -6.3% | +4.9% | -1.2% |
| 3M | -5.3% | -0.5% | -4.8% | -5.3% |
| 6M | +9.8% | +3.1% | +6.7% | +9.7% |
| YTD | +8.4% | +6.7% | +1.7% | +8.3% |
| 1Y | +41.2% | -1.1% | +42.3% | +41.1% |
| 3Y | +149.6% | -8.7% | +158.3% | +145.5% |
| All | +226.4% | -20.4% | +246.9% | +213.6% |
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