+229.2%
TER vs KVUE
+1.1%
+228.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | +6.4% | -5.1% | +11.5% | +5.0% |
| 30D | -5.7% | -6.3% | +0.6% | -7.1% |
| 3M | -0.4% | -0.5% | +0.1% | -1.0% |
| 6M | +25.8% | +3.1% | +22.7% | +25.2% |
| YTD | +96.4% | +6.7% | +89.7% | +97.8% |
| 1Y | +229.2% | -1.1% | +230.4% | +198.5% |
| All | +229.2% | +1.1% | +228.1% | +198.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling