+271.4%
SPOT vs KVUE
-20.4%
+291.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.2% |
| 7D | -6.9% | -6.1% | -0.7% | -6.8% |
| 30D | +4.1% | -5.6% | +9.7% | +4.2% |
| 3M | +3.7% | -0.3% | +4.0% | +3.9% |
| 6M | -1.6% | +1.4% | -3.0% | -1.4% |
| YTD | -10.2% | +6.7% | -16.9% | -9.8% |
| 1Y | -25.9% | +1.0% | -26.9% | -25.6% |
| 3Y | +235.6% | -5.4% | +241.0% | +235.0% |
| All | +271.4% | -20.4% | +291.8% | +263.7% |
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 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