-24.5%
KVUE vs SPXU
-84.5%
+60.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | -0.3% |
| 7D | -5.1% | +2.5% | -7.6% | -4.9% |
| 30D | -6.3% | +4.2% | -10.5% | -5.9% |
| 3M | -0.5% | -9.3% | +8.8% | -1.2% |
| 6M | +3.1% | -30.7% | +33.8% | -0.2% |
| YTD | +6.7% | -28.1% | +34.8% | +3.7% |
| 1Y | -1.1% | -35.2% | +34.1% | -4.8% |
| 3Y | -8.7% | -79.9% | +71.2% | -27.3% |
| All | -24.5% | -84.5% | +60.0% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling