+124.8%
SHOP vs KVUE
-20.4%
+145.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -11.2% | -5.1% | -6.1% | -10.8% |
| 30D | -14.4% | -6.3% | -8.1% | -13.8% |
| 3M | +16.6% | -0.5% | +17.1% | +17.0% |
| 6M | -0.6% | +3.1% | -3.7% | -0.3% |
| YTD | -20.0% | +6.7% | -26.7% | -20.1% |
| 1Y | -11.2% | -1.1% | -10.1% | -10.3% |
| 3Y | +99.5% | -8.7% | +108.2% | +95.5% |
| All | +124.8% | -20.4% | +145.2% | +118.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling