+719.8%
MU vs KVUE
-4.3%
+724.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +5.8% |
| 7D | +9.0% | -2.2% | +11.2% | +8.2% |
| 30D | +13.8% | -3.7% | +17.5% | +12.6% |
| 3M | +2.1% | +12.3% | -10.2% | +4.6% |
| 6M | +153.8% | +5.4% | +148.4% | +158.0% |
| YTD | +256.4% | +12.4% | +243.9% | +267.3% |
| 1Y | +719.8% | -4.4% | +724.1% | +735.8% |
| All | +719.8% | -4.3% | +724.1% | +735.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling