+335.5%
HPE vs KVUE
-20.4%
+355.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.5% | -6.3% |
| 7D | +1.4% | -6.1% | +7.6% | +1.7% |
| 30D | +1.5% | -5.6% | +7.1% | +1.7% |
| 3M | +21.7% | -0.3% | +22.1% | +21.3% |
| 6M | +164.2% | +1.4% | +162.8% | +162.9% |
| YTD | +132.1% | +6.7% | +125.3% | +129.6% |
| 1Y | +130.6% | +1.0% | +129.7% | +127.3% |
| 3Y | +244.1% | -5.4% | +249.5% | +242.2% |
| All | +335.5% | -20.4% | +355.9% | +375.7% |
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