+183.5%
JPM vs KVUE
-20.4%
+203.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -2.3% | -6.1% | +3.8% | -1.7% |
| 30D | -2.3% | -5.6% | +3.2% | -1.8% |
| 3M | +14.9% | -0.3% | +15.2% | +14.8% |
| 6M | +23.6% | +1.4% | +22.3% | +23.3% |
| YTD | +11.3% | +6.7% | +4.5% | +10.2% |
| 1Y | +19.9% | +1.0% | +18.9% | +19.7% |
| 3Y | +162.6% | -5.4% | +168.0% | +160.3% |
| All | +183.5% | -20.4% | +203.9% | +187.1% |
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 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