+1,532.4%
STX vs KVUE
-20.4%
+1,552.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.7% |
| 7D | -2.3% | -5.1% | +2.9% | -2.5% |
| 30D | -5.5% | -6.3% | +0.9% | -5.8% |
| 3M | -4.3% | -0.5% | -3.8% | -4.7% |
| 6M | +115.6% | +3.1% | +112.5% | +114.5% |
| YTD | +202.2% | +6.7% | +195.5% | +200.4% |
| 1Y | +325.3% | -1.1% | +326.4% | +326.1% |
| 3Y | +1,283.9% | -8.7% | +1,292.7% | +1,325.5% |
| All | +1,532.4% | -20.4% | +1,552.9% | +1,674.4% |
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