-9.1%
KVUE vs FBTC
+60.2%
-69.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -5.1% | -3.1% | -2.0% | -5.0% |
| 30D | -6.3% | +22.0% | -28.4% | -6.8% |
| 3M | -0.5% | +21.6% | -22.1% | -1.1% |
| 6M | +3.1% | +9.2% | -6.1% | +2.8% |
| YTD | +6.7% | -11.8% | +18.5% | +7.2% |
| 1Y | -1.1% | -32.7% | +31.6% | +0.6% |
| All | -9.1% | +60.2% | -69.3% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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