+20.1%
W vs KVUE
-4.3%
+24.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.6% |
| 7D | -4.2% | -2.2% | -1.9% | -3.9% |
| 30D | -7.6% | -3.7% | -3.9% | -7.2% |
| 3M | +37.2% | +12.3% | +24.9% | +38.5% |
| 6M | +26.3% | +5.4% | +20.9% | +26.2% |
| YTD | -1.0% | +12.4% | -13.4% | +0.4% |
| 1Y | +20.1% | -4.4% | +24.5% | +17.8% |
| All | +20.1% | -4.3% | +24.4% | +17.8% |
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