+77.3%
T vs KVUE
-20.6%
+97.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -1.2% |
| 7D | -3.1% | -7.2% | +4.1% | -1.8% |
| 30D | +4.6% | -5.7% | +10.3% | +5.6% |
| 3M | +12.2% | +0.2% | +12.1% | +12.2% |
| 6M | -6.5% | 0.0% | -6.5% | -6.5% |
| YTD | +4.9% | +6.5% | -1.6% | +3.7% |
| 1Y | -10.5% | -1.4% | -9.1% | -10.2% |
| 3Y | +104.6% | -5.6% | +110.2% | +104.4% |
| All | +77.3% | -20.6% | +97.9% | +76.2% |
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 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