+53.9%
NOW vs KVUE
-20.4%
+74.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -6.2% | -5.1% | -1.1% | -6.1% |
| 30D | +6.1% | -6.3% | +12.4% | +6.2% |
| 3M | +28.6% | -0.5% | +29.1% | +28.9% |
| 6M | +14.6% | +3.1% | +11.5% | +15.1% |
| YTD | -13.5% | +6.7% | -20.2% | -13.1% |
| 1Y | -29.4% | -1.1% | -28.2% | -29.2% |
| 3Y | +9.4% | -8.7% | +18.1% | +10.5% |
| All | +53.9% | -20.4% | +74.4% | +60.0% |
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