+230.8%
RDW vs KVUE
-9.0%
+239.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +0.9% | -5.1% | +6.0% | +0.9% |
| 30D | -21.3% | -6.3% | -15.0% | -21.2% |
| 3M | -37.9% | -0.5% | -37.4% | -38.1% |
| 6M | +12.3% | +3.1% | +9.2% | +11.4% |
| YTD | +39.7% | +6.7% | +33.0% | +38.1% |
| 1Y | +25.7% | -1.1% | +26.8% | +27.5% |
| 3Y | +230.8% | -8.7% | +239.6% | +293.2% |
| All | +230.8% | -9.0% | +239.8% | +293.2% |
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