+298.0%
SOXX vs KVUE
-20.4%
+318.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | +1.4% | -5.1% | +6.5% | +1.1% |
| 30D | -3.6% | -6.3% | +2.7% | -3.9% |
| 3M | -10.2% | -0.5% | -9.6% | -10.3% |
| 6M | +54.2% | +3.1% | +51.2% | +54.0% |
| YTD | +75.2% | +6.7% | +68.5% | +75.1% |
| 1Y | +107.5% | -1.1% | +108.6% | +108.1% |
| 3Y | +226.8% | -8.7% | +235.5% | +230.0% |
| All | +298.0% | -20.4% | +318.4% | +315.5% |
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 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