+589.0%
NET vs KVUE
-16.1%
+605.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.0% |
| 7D | -7.0% | -2.2% | -4.7% | -7.0% |
| 30D | -4.8% | -3.7% | -1.1% | -4.9% |
| 3M | +3.8% | +12.3% | -8.4% | +4.2% |
| 6M | +50.0% | +5.4% | +44.6% | +50.5% |
| YTD | +41.5% | +12.4% | +29.0% | +42.0% |
| 1Y | +32.8% | -4.4% | +37.2% | +33.8% |
| 3Y | +335.9% | -7.5% | +343.4% | +336.7% |
| All | +589.0% | -16.1% | +605.2% | +584.1% |
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