+69.4%
USAR vs KVUE
-18.6%
+88.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -3.7% |
| 7D | -4.4% | -7.2% | +2.8% | -5.0% |
| 30D | -10.4% | -5.7% | -4.7% | -10.8% |
| 3M | -18.4% | +0.2% | -18.5% | -18.5% |
| 6M | -8.8% | 0.0% | -8.8% | -9.1% |
| YTD | +43.4% | +6.5% | +36.9% | +43.7% |
| 1Y | +21.0% | -1.4% | +22.4% | +21.5% |
| 3Y | +67.7% | -5.6% | +73.4% | +64.3% |
| All | +69.4% | -18.6% | +88.0% | +65.4% |
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