+1,595.7%
STX vs KVUE
-20.4%
+1,616.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | +8.0% | -6.1% | +14.1% | +7.6% |
| 30D | +5.1% | -5.6% | +10.7% | +4.8% |
| 3M | +5.8% | -0.3% | +6.1% | +5.3% |
| 6M | +124.9% | +1.4% | +123.6% | +124.0% |
| YTD | +213.9% | +6.7% | +207.2% | +212.1% |
| 1Y | +350.4% | +1.0% | +349.4% | +350.1% |
| 3Y | +1,314.2% | -5.4% | +1,319.6% | +1,336.3% |
| All | +1,595.7% | -20.4% | +1,616.1% | +1,743.2% |
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 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