-24.4%
KVUE vs APTV
-53.1%
+28.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.4% | +0.1% |
| 7D | -6.1% | -1.8% | -4.3% | -6.0% |
| 30D | -5.6% | -7.9% | +2.3% | -5.1% |
| 3M | -0.3% | -29.9% | +29.6% | +1.7% |
| 6M | +1.4% | -36.6% | +38.0% | +3.7% |
| YTD | +6.7% | -40.0% | +46.7% | +9.5% |
| 1Y | +1.0% | -44.0% | +45.0% | +4.0% |
| 3Y | -5.4% | -54.5% | +49.1% | -3.9% |
| All | -24.4% | -53.1% | +28.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling