+61.2%
PCAR vs KVUE
-13.6%
+74.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +13.1% | -22.4% | -10.4% |
| 7D | -9.3% | +13.1% | -22.4% | -10.4% |
| 30D | -9.3% | +13.1% | -22.4% | -10.4% |
| 3M | -9.3% | +13.1% | -22.4% | -10.4% |
| 6M | -13.7% | +12.7% | -26.4% | -14.7% |
| YTD | -6.2% | +15.9% | -22.0% | -7.5% |
| 1Y | +5.7% | +42.1% | -36.5% | +1.7% |
| 3Y | +36.0% | +17.3% | +18.7% | +33.3% |
| All | +61.2% | -13.6% | +74.8% | +65.8% |
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