+1,574.7%
MU vs KVUE
-17.7%
+1,592.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.9% |
| 7D | +7.2% | -1.9% | +9.1% | +6.9% |
| 30D | +14.0% | -3.3% | +17.3% | +13.5% |
| 3M | +5.4% | +6.0% | -0.6% | +5.9% |
| 6M | +170.3% | +2.3% | +167.9% | +171.4% |
| YTD | +250.7% | +10.3% | +240.3% | +254.2% |
| 1Y | +662.1% | +4.6% | +657.5% | +667.8% |
| 3Y | +1,341.2% | -2.2% | +1,343.4% | +1,352.7% |
| All | +1,574.7% | -17.7% | +1,592.4% | +1,713.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling