+1,381.5%
MU vs KVUE
-13.6%
+1,395.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +13.1% | +2.3% | +14.9% |
| 7D | +15.4% | +13.1% | +2.3% | +14.9% |
| 30D | +15.4% | +13.1% | +2.3% | +14.9% |
| 3M | +15.4% | +13.1% | +2.3% | +14.9% |
| 6M | +71.1% | +12.7% | +58.4% | +70.3% |
| YTD | +210.2% | +15.9% | +194.3% | +209.5% |
| 1Y | +295.4% | +42.1% | +253.3% | +299.6% |
| 3Y | +1,252.0% | +17.3% | +1,234.7% | +1,231.7% |
| All | +1,381.5% | -13.6% | +1,395.1% | +1,484.7% |
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