-1.9%
KWEB vs KVUE
-9.0%
+7.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -5.6% | -5.1% | -0.4% | -5.0% |
| 30D | -10.7% | -6.3% | -4.4% | -10.0% |
| 3M | -7.4% | -0.5% | -6.9% | -7.5% |
| 6M | -19.3% | +3.1% | -22.4% | -19.8% |
| YTD | -27.8% | +6.7% | -34.4% | -28.5% |
| 1Y | -35.9% | -1.1% | -34.8% | -35.6% |
| 3Y | -1.9% | -8.7% | +6.8% | -1.0% |
| All | -1.9% | -9.0% | +7.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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