+366.3%
SMH vs KVUE
-20.4%
+386.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.7% | -2.4% |
| 7D | +1.4% | -6.1% | +7.5% | +1.0% |
| 30D | -2.2% | -5.6% | +3.4% | -2.5% |
| 3M | -1.9% | -0.3% | -1.5% | -2.0% |
| 6M | +41.0% | +1.4% | +39.6% | +40.9% |
| YTD | +55.6% | +6.7% | +48.8% | +55.8% |
| 1Y | +86.8% | +1.0% | +85.9% | +87.3% |
| 3Y | +277.7% | -5.4% | +283.0% | +278.9% |
| All | +366.3% | -20.4% | +386.6% | +385.7% |
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