-8.7%
KVUE vs TECH
+1.2%
-10.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -5.1% | -0.4% | -4.7% | -5.1% |
| 30D | -6.3% | 0.0% | -6.3% | -6.3% |
| 3M | -0.5% | +33.7% | -34.2% | -2.5% |
| 6M | +3.1% | +34.9% | -31.8% | +0.5% |
| YTD | +6.7% | +23.2% | -16.5% | +4.6% |
| 1Y | -1.1% | +36.3% | -37.4% | -4.5% |
| 3Y | -8.7% | +2.3% | -11.0% | -11.4% |
| All | -8.7% | +1.2% | -10.0% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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