+218.8%
GOOGL vs KVUE
-20.6%
+239.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -2.2% |
| 7D | -1.9% | -7.2% | +5.4% | -1.6% |
| 30D | -7.5% | -5.7% | -1.8% | -7.3% |
| 3M | -9.2% | +0.2% | -9.3% | -9.1% |
| 6M | +8.1% | 0.0% | +8.0% | +8.0% |
| YTD | +5.8% | +6.5% | -0.7% | +5.8% |
| 1Y | +38.3% | -1.4% | +39.8% | +38.3% |
| 3Y | +144.8% | -5.6% | +150.4% | +141.5% |
| All | +218.8% | -20.6% | +239.4% | +206.4% |
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