-24.5%
KVUE vs SOXQ
+312.5%
-337.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | 0.0% |
| 7D | -5.1% | +0.8% | -5.9% | -5.1% |
| 30D | -6.3% | -4.6% | -1.8% | -6.4% |
| 3M | -0.5% | -10.2% | +9.7% | -0.7% |
| 6M | +3.1% | +49.7% | -46.6% | +2.7% |
| YTD | +6.7% | +67.2% | -60.6% | +6.4% |
| 1Y | -1.1% | +98.0% | -99.1% | -1.4% |
| 3Y | -8.7% | +237.2% | -245.9% | -16.0% |
| All | -24.5% | +312.5% | -337.0% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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