+286.0%
NRG vs KVUE
-20.4%
+306.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.7% | -5.1% | +0.5% | -4.4% |
| 30D | -6.0% | -6.3% | +0.4% | -5.6% |
| 3M | -8.0% | -0.5% | -7.4% | -8.2% |
| 6M | -23.2% | +3.1% | -26.2% | -23.6% |
| YTD | -28.1% | +6.7% | -34.7% | -28.6% |
| 1Y | -27.3% | -1.1% | -26.1% | -27.5% |
| 3Y | +208.7% | -8.7% | +217.4% | +207.4% |
| All | +286.0% | -20.4% | +306.4% | +303.2% |
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