-24.4%
KVUE vs AVAV
+45.1%
-69.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | +0.3% |
| 7D | -6.1% | -0.1% | -6.0% | -6.1% |
| 30D | -5.6% | -25.0% | +19.4% | -5.8% |
| 3M | -0.3% | -15.0% | +14.6% | -0.4% |
| 6M | +1.4% | -33.6% | +35.0% | +1.0% |
| YTD | +6.7% | -39.2% | +45.9% | +6.2% |
| 1Y | +1.0% | -40.5% | +41.4% | -0.4% |
| 3Y | -5.4% | +29.6% | -35.0% | -10.2% |
| All | -24.4% | +45.1% | -69.5% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling