-21.9%
KVUE vs APA
+41.2%
-63.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -1.9% |
| 7D | -1.9% | -1.7% | -0.2% | -1.9% |
| 30D | -3.3% | +15.7% | -19.0% | -3.5% |
| 3M | +6.0% | +16.5% | -10.5% | +5.7% |
| 6M | +2.3% | +35.1% | -32.8% | +1.0% |
| YTD | +10.3% | +82.2% | -71.9% | +7.2% |
| 1Y | +4.6% | +102.5% | -97.9% | +1.0% |
| 3Y | -2.2% | +10.3% | -12.5% | -5.8% |
| All | -21.9% | +41.2% | -63.1% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling