+93.8%
PCAR vs KVUE
-17.7%
+111.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.5% |
| 7D | 0.0% | -1.9% | +2.0% | +0.3% |
| 30D | -7.7% | -3.3% | -4.4% | -7.3% |
| 3M | +3.7% | +6.0% | -2.3% | +2.9% |
| 6M | +2.3% | +2.3% | 0.0% | +1.8% |
| YTD | +12.8% | +10.3% | +2.5% | +11.3% |
| 1Y | +27.8% | +4.6% | +23.2% | +27.1% |
| 3Y | +61.8% | -2.2% | +64.0% | +60.4% |
| All | +93.8% | -17.7% | +111.5% | +99.6% |
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