+814.0%
SOXL vs KVUE
-20.4%
+834.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.2% |
| 7D | +3.9% | -5.1% | +9.0% | +3.0% |
| 30D | -14.3% | -6.3% | -8.0% | -15.1% |
| 3M | -45.6% | -0.5% | -45.1% | -45.7% |
| 6M | +117.2% | +3.1% | +114.1% | +117.1% |
| YTD | +189.8% | +6.7% | +183.2% | +190.4% |
| 1Y | +317.7% | -1.1% | +318.9% | +322.5% |
| 3Y | +478.6% | -8.7% | +487.4% | +499.4% |
| All | +814.0% | -20.4% | +834.5% | +944.2% |
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