+24.8%
USAR vs KVUE
-4.3%
+29.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.4% |
| 7D | -2.1% | -2.2% | +0.1% | -2.0% |
| 30D | +2.6% | -3.7% | +6.3% | +2.7% |
| 3M | -35.0% | +12.3% | -47.3% | -36.6% |
| 6M | -6.9% | +5.4% | -12.3% | -8.2% |
| YTD | +48.0% | +12.4% | +35.5% | +44.8% |
| 1Y | +24.8% | -4.4% | +29.2% | +43.3% |
| All | +24.8% | -4.3% | +29.1% | +43.3% |
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