+114.7%
IBM vs KVUE
-20.4%
+135.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | -0.3% | -6.1% | +5.8% | +0.4% |
| 30D | -1.8% | -5.6% | +3.7% | -1.2% |
| 3M | -13.5% | -0.3% | -13.1% | -13.2% |
| 6M | -5.1% | +1.4% | -6.5% | -4.9% |
| YTD | -19.4% | +6.7% | -26.1% | -19.7% |
| 1Y | -6.5% | +1.0% | -7.5% | -6.5% |
| 3Y | +73.8% | -5.4% | +79.2% | +75.1% |
| All | +114.7% | -20.4% | +135.1% | +116.8% |
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 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