+37.0%
HAL vs KVUE
-17.7%
+54.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.6% |
| 7D | +0.5% | -1.9% | +2.4% | +0.6% |
| 30D | +15.9% | -3.3% | +19.2% | +16.1% |
| 3M | -8.7% | +6.0% | -14.7% | -9.2% |
| 6M | +9.0% | +2.3% | +6.7% | +8.8% |
| YTD | +32.0% | +10.3% | +21.7% | +30.8% |
| 1Y | +72.5% | +4.6% | +67.9% | +70.9% |
| 3Y | -4.5% | -2.2% | -2.3% | -4.8% |
| All | +37.0% | -17.7% | +54.7% | +45.6% |
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 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