+240.4%
GS vs KVUE
-0.1%
+240.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | 0.0% |
| 7D | +3.4% | -1.9% | +5.3% | +3.6% |
| 30D | +0.2% | -3.3% | +3.5% | +0.5% |
| 3M | -0.3% | +6.0% | -6.3% | -1.1% |
| 6M | +27.4% | +2.3% | +25.0% | +26.7% |
| YTD | +19.6% | +10.3% | +9.3% | +17.9% |
| 1Y | +42.5% | +4.6% | +37.9% | +41.8% |
| 3Y | +240.4% | -2.2% | +242.6% | +233.9% |
| All | +240.4% | -0.1% | +240.6% | +233.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling