+0.7%
MCHP vs KVUE
-9.0%
+9.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.7% | +3.7% |
| 7D | 0.0% | -5.1% | +5.2% | +0.3% |
| 30D | -6.0% | -6.3% | +0.3% | -5.7% |
| 3M | -19.7% | -0.5% | -19.2% | -19.8% |
| 6M | +14.0% | +3.1% | +10.9% | +13.4% |
| YTD | +18.4% | +6.7% | +11.7% | +17.5% |
| 1Y | +17.1% | -1.1% | +18.2% | +17.7% |
| 3Y | +0.7% | -8.7% | +9.5% | +7.0% |
| All | +0.7% | -9.0% | +9.7% | +7.0% |
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