+53.2%
MA vs KVUE
-20.4%
+73.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -3.5% | -6.1% | +2.6% | -2.5% |
| 30D | +0.7% | -5.6% | +6.3% | +1.6% |
| 3M | +15.8% | -0.3% | +16.1% | +15.9% |
| 6M | +10.2% | +1.4% | +8.8% | +10.0% |
| YTD | -0.5% | +6.7% | -7.2% | -1.5% |
| 1Y | -1.8% | +1.0% | -2.8% | -2.0% |
| 3Y | +38.7% | -5.4% | +44.1% | +38.3% |
| All | +53.2% | -20.4% | +73.6% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling