+121.3%
SHOP vs KVUE
-20.6%
+141.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.5% | -2.0% | -5.1% |
| 7D | -10.6% | -7.2% | -3.4% | -10.0% |
| 30D | -18.3% | -5.7% | -12.6% | -17.8% |
| 3M | +14.8% | +0.2% | +14.7% | +15.2% |
| 6M | -5.0% | 0.0% | -5.0% | -4.7% |
| YTD | -21.2% | +6.5% | -27.7% | -21.3% |
| 1Y | -11.6% | -1.4% | -10.2% | -10.7% |
| 3Y | +101.2% | -5.6% | +106.8% | +97.0% |
| All | +121.3% | -20.6% | +141.8% | +115.5% |
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