-8.9%
KVUE vs SIMO
+469.0%
-477.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.4% |
| 7D | -7.2% | +14.5% | -21.7% | -6.8% |
| 30D | -5.7% | +20.4% | -26.1% | -5.1% |
| 3M | +0.2% | +7.1% | -7.0% | +0.6% |
| 6M | 0.0% | +129.2% | -129.2% | +0.4% |
| YTD | +6.5% | +201.9% | -195.4% | +7.0% |
| 1Y | -1.4% | +235.5% | -236.9% | -1.1% |
| All | -8.9% | +469.0% | -477.9% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling