-24.5%
KVUE vs APA
+45.0%
-69.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.1% | +4.6% | -9.7% | -5.2% |
| 30D | -6.3% | +11.9% | -18.2% | -6.5% |
| 3M | -0.5% | +22.5% | -23.0% | -0.8% |
| 6M | +3.1% | +37.5% | -34.5% | +1.8% |
| YTD | +6.7% | +87.2% | -80.5% | +3.6% |
| 1Y | -1.1% | +101.4% | -102.6% | -4.4% |
| 3Y | -8.7% | +16.9% | -25.7% | -12.2% |
| All | -24.5% | +45.0% | -69.5% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling