+28.6%
SPGI vs KVUE
-20.4%
+49.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -7.4% | -5.1% | -2.3% | -6.5% |
| 30D | +0.4% | -6.3% | +6.7% | +1.6% |
| 3M | +5.3% | -0.5% | +5.8% | +5.4% |
| 6M | +1.7% | +3.1% | -1.4% | +1.2% |
| YTD | -16.4% | +6.7% | -23.0% | -17.4% |
| 1Y | -20.5% | -1.1% | -19.4% | -20.6% |
| 3Y | +14.2% | -8.7% | +23.0% | +14.6% |
| All | +28.6% | -20.4% | +49.0% | +28.9% |
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