+155.0%
HPE vs KVUE
+1.1%
+153.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.1% | +12.5% | +12.4% |
| 7D | +19.4% | -5.1% | +24.5% | +19.6% |
| 30D | +5.6% | -6.3% | +11.9% | +5.8% |
| 3M | +33.1% | -0.5% | +33.6% | +31.9% |
| 6M | +192.5% | +3.1% | +189.4% | +188.0% |
| YTD | +160.9% | +6.7% | +154.2% | +154.0% |
| 1Y | +155.0% | -1.1% | +156.1% | +144.8% |
| All | +155.0% | +1.1% | +153.8% | +144.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling