+88.7%
RIG vs KVUE
-4.3%
+93.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.8% |
| 7D | +0.9% | -2.2% | +3.1% | +1.0% |
| 30D | +13.8% | -3.7% | +17.5% | +14.0% |
| 3M | -6.4% | +12.3% | -18.7% | -7.6% |
| 6M | -8.2% | +5.4% | -13.6% | -8.4% |
| YTD | +41.6% | +12.4% | +29.2% | +40.1% |
| 1Y | +88.7% | -4.4% | +93.1% | +90.4% |
| All | +88.7% | -4.3% | +93.0% | +90.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling