+12.0%
SMR vs KVUE
-20.4%
+32.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.1% | -15.6% | -15.7% |
| 7D | -11.2% | -5.1% | -6.1% | -11.2% |
| 30D | -10.2% | -6.3% | -3.9% | -10.2% |
| 3M | -10.0% | -0.5% | -9.5% | -10.2% |
| 6M | -30.5% | +3.1% | -33.5% | -30.7% |
| YTD | -39.2% | +6.7% | -45.9% | -39.5% |
| 1Y | -75.5% | -1.1% | -74.4% | -75.0% |
| 3Y | +45.4% | -8.7% | +54.2% | +48.4% |
| All | +12.0% | -20.4% | +32.4% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling