+32.8%
SO vs KVUE
-20.4%
+53.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.1% | -5.1% | +4.1% | -0.3% |
| 30D | -5.0% | -6.3% | +1.3% | -4.1% |
| 3M | -5.8% | -0.5% | -5.3% | -5.7% |
| 6M | -7.9% | +3.1% | -11.0% | -8.4% |
| YTD | +2.4% | +6.7% | -4.3% | +1.4% |
| 1Y | -2.3% | -1.1% | -1.1% | -1.9% |
| 3Y | +41.9% | -8.7% | +50.6% | +42.8% |
| All | +32.8% | -20.4% | +53.2% | +32.7% |
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 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