-8.7%
KVUE vs NTAP
+165.5%
-174.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.5% | -8.6% | +0.1% |
| 7D | -5.1% | +7.4% | -12.5% | -5.0% |
| 30D | -6.3% | -1.4% | -5.0% | -6.3% |
| 3M | -0.5% | +24.6% | -25.1% | 0.0% |
| 6M | +3.1% | +105.9% | -102.8% | +3.3% |
| YTD | +6.7% | +88.5% | -81.8% | +6.9% |
| 1Y | -1.1% | +62.1% | -63.2% | -1.0% |
| 3Y | -8.7% | +169.1% | -177.8% | -12.1% |
| All | -8.7% | +165.5% | -174.2% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 3y: compounded portfolio wealth divided by compounded NTAP 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…
3y analysis · Full analysis span regression · 6 months rolling