-20.4%
KVUE vs STLD
+149.8%
-170.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.1% |
| 7D | -2.2% | +3.1% | -5.4% | -2.3% |
| 30D | -3.7% | -9.0% | +5.3% | -3.4% |
| 3M | +12.3% | -12.4% | +24.6% | +12.7% |
| 6M | +5.4% | +25.5% | -20.1% | +4.1% |
| YTD | +12.4% | +43.6% | -31.2% | +10.6% |
| 1Y | -4.4% | +87.2% | -91.6% | -6.6% |
| 3Y | -7.5% | +135.2% | -142.8% | -11.1% |
| All | -20.4% | +149.8% | -170.3% | -24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling