+16.7%
MARA vs KVUE
-20.4%
+37.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +5.9% | -5.1% | +11.0% | +6.4% |
| 30D | +24.3% | -6.3% | +30.6% | +25.0% |
| 3M | -12.0% | -0.5% | -11.5% | -12.5% |
| 6M | +40.1% | +3.1% | +37.0% | +38.3% |
| YTD | +33.4% | +6.7% | +26.7% | +30.7% |
| 1Y | -23.7% | -1.1% | -22.6% | -23.9% |
| 3Y | +19.0% | -8.7% | +27.7% | +17.1% |
| All | +16.7% | -20.4% | +37.1% | +20.5% |
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