+417.4%
WDC vs KVUE
-4.3%
+421.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +5.5% |
| 7D | +1.7% | -2.2% | +4.0% | +1.1% |
| 30D | -10.0% | -3.7% | -6.3% | -10.9% |
| 3M | -18.8% | +12.3% | -31.0% | -16.8% |
| 6M | +79.0% | +5.4% | +73.6% | +81.6% |
| YTD | +171.6% | +12.4% | +159.1% | +179.4% |
| 1Y | +417.4% | -4.4% | +421.8% | +398.5% |
| All | +417.4% | -4.3% | +421.7% | +398.5% |
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 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