-8.9%
KVUE vs STLD
+140.5%
-149.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.6% | -3.5% |
| 7D | -7.2% | -2.8% | -4.4% | -7.1% |
| 30D | -5.7% | -10.4% | +4.7% | -5.4% |
| 3M | +0.2% | -10.6% | +10.7% | +0.5% |
| 6M | 0.0% | +32.7% | -32.7% | -1.5% |
| YTD | +6.5% | +42.8% | -36.3% | +4.6% |
| 1Y | -1.4% | +86.9% | -88.4% | -4.0% |
| All | -8.9% | +140.5% | -149.4% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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