+8.2%
NOW vs KVUE
-9.1%
+17.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -2.3% |
| 7D | -4.1% | -7.2% | +3.1% | -4.1% |
| 30D | +2.9% | -5.7% | +8.6% | +2.9% |
| 3M | +22.6% | +0.2% | +22.4% | +22.9% |
| 6M | +7.5% | 0.0% | +7.5% | +8.0% |
| YTD | -14.4% | +6.5% | -20.9% | -14.0% |
| 1Y | -29.8% | -1.4% | -28.4% | -29.7% |
| All | +8.2% | -9.1% | +17.3% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling