-8.7%
KVUE vs APA
+11.9%
-20.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -6.1% | +0.8% | -6.9% | -6.1% |
| 30D | -5.6% | +9.6% | -15.2% | -5.7% |
| 3M | -0.3% | +18.0% | -18.4% | -0.5% |
| 6M | +1.4% | +41.9% | -40.5% | -0.1% |
| YTD | +6.7% | +86.3% | -79.6% | +3.6% |
| 1Y | +1.0% | +97.9% | -96.9% | -2.4% |
| All | -8.7% | +11.9% | -20.5% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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