-24.4%
KVUE vs SPXS
-83.9%
+59.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.6% | +0.4% |
| 7D | -6.1% | +6.4% | -12.5% | -5.6% |
| 30D | -5.6% | +6.0% | -11.6% | -5.0% |
| 3M | -0.3% | -11.6% | +11.3% | -1.3% |
| 6M | +1.4% | -28.7% | +30.1% | -1.6% |
| YTD | +6.7% | -26.3% | +33.0% | +4.0% |
| 1Y | +1.0% | -34.9% | +35.9% | -2.7% |
| 3Y | -5.4% | -79.5% | +74.1% | -24.1% |
| All | -24.4% | -83.9% | +59.4% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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