-1.1%
KVUE vs SIMO
+239.1%
-240.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.2% | -7.3% | +0.3% |
| 7D | -5.1% | +11.0% | -16.2% | -4.6% |
| 30D | -6.3% | +17.9% | -24.2% | -5.4% |
| 3M | -0.5% | +3.9% | -4.4% | +0.3% |
| 6M | +3.1% | +131.0% | -127.9% | +4.6% |
| YTD | +6.7% | +209.3% | -202.6% | +9.9% |
| 1Y | -1.1% | +223.8% | -224.9% | +4.5% |
| All | -1.1% | +239.1% | -240.2% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling