+34.3%
HAL vs KVUE
-20.4%
+54.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -3.3% | -6.1% | +2.8% | -3.0% |
| 30D | +7.2% | -5.6% | +12.8% | +7.5% |
| 3M | -8.8% | -0.3% | -8.4% | -8.9% |
| 6M | +3.0% | +1.4% | +1.6% | +2.7% |
| YTD | +29.4% | +6.7% | +22.6% | +28.4% |
| 1Y | +62.8% | +1.0% | +61.9% | +61.7% |
| 3Y | -6.4% | -5.4% | -1.0% | -6.6% |
| All | +34.3% | -20.4% | +54.7% | +42.9% |
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 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