-20.4%
KVUE vs AVAV
+42.7%
-63.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.1% |
| 7D | -2.2% | -2.2% | 0.0% | -2.3% |
| 30D | -3.7% | -13.9% | +10.3% | -3.7% |
| 3M | +12.3% | -29.2% | +41.5% | +12.0% |
| 6M | +5.4% | -36.1% | +41.6% | +5.0% |
| YTD | +12.4% | -40.2% | +52.6% | +11.8% |
| 1Y | -4.4% | -36.2% | +31.8% | -5.9% |
| 3Y | -7.5% | +47.5% | -55.1% | -12.0% |
| All | -20.4% | +42.7% | -63.1% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling