-24.6%
KVUE vs TECH
-14.3%
-10.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -7.2% | -0.1% | -7.1% | -7.2% |
| 30D | -5.7% | +0.3% | -6.0% | -5.7% |
| 3M | +0.2% | +32.9% | -32.8% | -1.8% |
| 6M | 0.0% | +32.1% | -32.0% | -2.3% |
| YTD | +6.5% | +23.4% | -16.9% | +4.5% |
| 1Y | -1.4% | +34.1% | -35.5% | -4.5% |
| 3Y | -5.6% | +2.2% | -7.8% | -7.6% |
| All | -24.6% | -14.3% | -10.3% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling