+1,532.8%
MU vs KVUE
-20.4%
+1,553.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -4.1% | -5.1% | +1.1% | -4.7% |
| 30D | +7.0% | -6.3% | +13.3% | +6.2% |
| 3M | -2.1% | -0.5% | -1.5% | -2.2% |
| 6M | +133.1% | +3.1% | +130.0% | +133.5% |
| YTD | +241.9% | +6.7% | +235.2% | +243.8% |
| 1Y | +548.8% | -1.1% | +549.9% | +550.3% |
| 3Y | +1,308.2% | -8.7% | +1,316.9% | +1,314.3% |
| All | +1,532.8% | -20.4% | +1,553.3% | +1,660.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling