-21.9%
KVUE vs STLD
+148.0%
-169.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.8% |
| 7D | -1.9% | +2.7% | -4.6% | -2.0% |
| 30D | -3.3% | -8.4% | +5.1% | -3.1% |
| 3M | +6.0% | -9.9% | +15.8% | +6.2% |
| 6M | +2.3% | +33.0% | -30.7% | +0.9% |
| YTD | +10.3% | +42.6% | -32.2% | +8.6% |
| 1Y | +4.6% | +80.8% | -76.2% | +2.3% |
| 3Y | -2.2% | +143.4% | -145.6% | -6.1% |
| All | -21.9% | +148.0% | -169.9% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling