+1,227.5%
HOOD vs KVUE
-20.4%
+1,247.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -7.8% | -5.1% | -2.7% | -7.6% |
| 30D | +18.6% | -6.3% | +24.9% | +19.0% |
| 3M | +22.1% | -0.5% | +22.6% | +22.0% |
| 6M | +43.1% | +3.1% | +40.0% | +42.7% |
| YTD | -0.5% | +6.7% | -7.2% | -1.1% |
| 1Y | -4.4% | -1.1% | -3.3% | -4.3% |
| 3Y | +938.5% | -8.7% | +947.2% | +909.7% |
| All | +1,227.5% | -20.4% | +1,247.9% | +1,073.2% |
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