-2.2%
KVUE vs AMC
-67.8%
+65.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.8% |
| 7D | -1.9% | -0.8% | -1.1% | -1.9% |
| 30D | -3.3% | -1.2% | -2.1% | -3.3% |
| 3M | +6.0% | +42.2% | -36.3% | +4.5% |
| 6M | +2.3% | +118.8% | -116.5% | -0.6% |
| YTD | +10.3% | +64.1% | -53.8% | +8.0% |
| 1Y | +4.6% | -9.5% | +14.1% | +3.9% |
| 3Y | -2.2% | -64.3% | +62.1% | -4.5% |
| All | -2.2% | -67.8% | +65.6% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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