+22.6%
PDD vs KVUE
-20.6%
+43.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -1.1% |
| 7D | -4.4% | -7.2% | +2.8% | -3.8% |
| 30D | -15.5% | -5.7% | -9.8% | -15.0% |
| 3M | -4.1% | +0.2% | -4.2% | -4.1% |
| 6M | -23.4% | 0.0% | -23.4% | -23.5% |
| YTD | -30.7% | +6.5% | -37.2% | -31.2% |
| 1Y | -37.6% | -1.4% | -36.2% | -37.4% |
| 3Y | -17.5% | -5.6% | -11.9% | -17.3% |
| All | +22.6% | -20.6% | +43.1% | +31.4% |
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 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