+15.8%
TGT vs KVUE
-20.4%
+36.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -5.1% | -0.1% | -4.3% |
| 30D | +1.2% | -6.3% | +7.5% | +2.4% |
| 3M | +18.4% | -0.5% | +18.9% | +18.6% |
| 6M | +33.4% | +3.1% | +30.4% | +32.9% |
| YTD | +63.8% | +6.7% | +57.1% | +62.0% |
| 1Y | +77.2% | -1.1% | +78.3% | +77.4% |
| 3Y | +41.8% | -8.7% | +50.5% | +40.0% |
| All | +15.8% | -20.4% | +36.2% | +17.7% |
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