+33.5%
HAL vs KVUE
-20.4%
+53.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -3.3% | -5.1% | +1.8% | -3.1% |
| 30D | +8.2% | -6.3% | +14.5% | +8.5% |
| 3M | -9.4% | -0.5% | -8.9% | -9.6% |
| 6M | +0.6% | +3.1% | -2.4% | +0.2% |
| YTD | +28.6% | +6.7% | +21.9% | +27.6% |
| 1Y | +63.9% | -1.1% | +65.0% | +63.1% |
| 3Y | -7.1% | -8.7% | +1.6% | -7.0% |
| All | +33.5% | -20.4% | +53.9% | +42.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling