+1,236.4%
HOOD vs KVUE
-20.4%
+1,256.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -9.1% | -6.1% | -3.0% | -8.9% |
| 30D | +20.1% | -5.6% | +25.7% | +20.4% |
| 3M | +31.2% | -0.3% | +31.6% | +31.2% |
| 6M | +44.3% | +1.4% | +42.9% | +44.1% |
| YTD | +0.2% | +6.7% | -6.5% | -0.5% |
| 1Y | -3.5% | +1.0% | -4.5% | -3.6% |
| 3Y | +955.2% | -5.4% | +960.6% | +933.2% |
| All | +1,236.4% | -20.4% | +1,256.8% | +1,081.1% |
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