+52.3%
NOW vs KVUE
-20.4%
+72.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -9.9% | -6.1% | -3.8% | -9.8% |
| 30D | +2.8% | -5.6% | +8.4% | +2.9% |
| 3M | +23.7% | -0.3% | +24.0% | +24.0% |
| 6M | +12.5% | +1.4% | +11.1% | +13.0% |
| YTD | -14.4% | +6.7% | -21.1% | -14.0% |
| 1Y | -29.0% | +1.0% | -29.9% | -28.8% |
| 3Y | +9.3% | -5.4% | +14.7% | +10.1% |
| All | +52.3% | -20.4% | +72.7% | +58.4% |
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 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