-24.5%
KVUE vs APTV
-53.2%
+28.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | -5.1% | -5.0% | -0.1% | -4.8% |
| 30D | -6.3% | -6.1% | -0.3% | -6.0% |
| 3M | -0.5% | -33.0% | +32.5% | +1.8% |
| 6M | +3.1% | -35.2% | +38.3% | +5.3% |
| YTD | +6.7% | -40.1% | +46.8% | +9.4% |
| 1Y | -1.1% | -45.6% | +44.5% | +2.1% |
| 3Y | -8.7% | -54.4% | +45.6% | -7.3% |
| All | -24.5% | -53.2% | +28.8% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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