+1,642.0%
STX vs KVUE
-20.6%
+1,662.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.4% | -2.2% |
| 7D | +9.6% | -7.2% | +16.8% | +9.1% |
| 30D | +10.6% | -5.7% | +16.3% | +10.3% |
| 3M | +4.8% | +0.2% | +4.6% | +4.3% |
| 6M | +137.3% | 0.0% | +137.2% | +136.3% |
| YTD | +222.5% | +6.5% | +216.0% | +220.6% |
| 1Y | +366.2% | -1.4% | +367.6% | +367.1% |
| 3Y | +1,352.9% | -5.6% | +1,358.5% | +1,375.4% |
| All | +1,642.0% | -20.6% | +1,662.6% | +1,793.4% |
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 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