+548.8%
MU vs KVUE
+1.1%
+547.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -4.1% | -5.1% | +1.1% | -5.6% |
| 30D | +7.0% | -6.3% | +13.3% | +5.0% |
| 3M | -2.1% | -0.5% | -1.5% | -2.4% |
| 6M | +133.1% | +3.1% | +130.0% | +133.6% |
| YTD | +241.9% | +6.7% | +235.2% | +246.3% |
| 1Y | +548.8% | -1.1% | +549.9% | +527.4% |
| All | +548.8% | +1.1% | +547.6% | +527.4% |
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