-24.4%
KVUE vs AMC
-96.0%
+71.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.3% |
| 7D | -6.1% | -7.1% | +1.0% | -6.0% |
| 30D | -5.6% | -1.7% | -3.9% | -5.5% |
| 3M | -0.3% | +13.5% | -13.8% | -1.0% |
| 6M | +1.4% | +112.6% | -111.2% | -1.1% |
| YTD | +6.7% | +51.3% | -44.5% | +4.9% |
| 1Y | +1.0% | -14.5% | +15.4% | +0.5% |
| 3Y | -5.4% | -67.1% | +61.7% | -4.7% |
| All | -24.4% | -96.0% | +71.5% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling