+149.6%
UAL vs KVUE
-20.6%
+170.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.4% | -0.1% |
| 7D | -1.1% | -7.2% | +6.1% | +0.9% |
| 30D | -13.4% | -5.7% | -7.8% | -12.0% |
| 3M | -2.3% | +0.2% | -2.4% | -2.3% |
| 6M | +13.3% | 0.0% | +13.3% | +13.3% |
| YTD | -4.2% | +6.5% | -10.7% | -5.7% |
| 1Y | +1.4% | -1.4% | +2.8% | +0.8% |
| 3Y | +125.8% | -5.6% | +131.4% | +122.6% |
| All | +149.6% | -20.6% | +170.2% | +140.5% |
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 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