+165.9%
META vs KVUE
-13.6%
+179.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +19.9% | -20.6% | -1.9% |
| 7D | -0.7% | +19.9% | -20.6% | -1.9% |
| 30D | -0.7% | +19.9% | -20.6% | -1.9% |
| 3M | -0.7% | +19.9% | -20.6% | -1.9% |
| 6M | -0.7% | +19.9% | -20.6% | -1.9% |
| YTD | -0.7% | +19.9% | -20.6% | -1.9% |
| 1Y | -7.4% | +42.1% | -49.5% | -9.8% |
| 3Y | +105.1% | +17.3% | +87.8% | +94.8% |
| All | +165.9% | -13.6% | +179.5% | +172.2% |
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