-22.2%
ON vs KVUE
-9.0%
-13.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.5% |
| 7D | +2.4% | -5.1% | +7.5% | +1.9% |
| 30D | -8.6% | -6.3% | -2.3% | -9.2% |
| 3M | -34.3% | -0.5% | -33.8% | -34.4% |
| 6M | +28.5% | +3.1% | +25.4% | +28.6% |
| YTD | +40.6% | +6.7% | +33.9% | +41.0% |
| 1Y | +55.3% | -1.1% | +56.5% | +56.7% |
| 3Y | -22.2% | -8.7% | -13.4% | -14.4% |
| All | -22.2% | -9.0% | -13.2% | -14.4% |
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 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