+37.0%
HPQ vs KVUE
-9.0%
+46.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | -5.1% | +14.9% | +10.7% |
| 30D | +22.4% | -6.3% | +28.7% | +23.6% |
| 3M | +45.2% | -0.5% | +45.7% | +45.4% |
| 6M | +96.4% | +3.1% | +93.3% | +95.6% |
| YTD | +65.4% | +6.7% | +58.7% | +63.8% |
| 1Y | +31.6% | -1.1% | +32.7% | +31.7% |
| 3Y | +37.0% | -8.7% | +45.8% | +33.5% |
| All | +37.0% | -9.0% | +46.0% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling