+278.4%
RCL vs KVUE
-17.7%
+296.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -0.5% | -1.9% | +1.5% | -0.1% |
| 30D | -17.3% | -3.3% | -14.0% | -16.9% |
| 3M | -2.8% | +6.0% | -8.7% | -3.6% |
| 6M | -4.4% | +2.3% | -6.7% | -4.8% |
| YTD | -4.2% | +10.3% | -14.5% | -5.7% |
| 1Y | -23.4% | +4.6% | -28.0% | -24.0% |
| 3Y | +179.4% | -2.2% | +181.6% | +175.1% |
| All | +278.4% | -17.7% | +296.1% | +262.4% |
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 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