+84.1%
WDC vs KVUE
-0.1%
+84.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | -1.7% |
| 7D | +7.5% | -7.2% | +14.7% | +1.2% |
| 30D | +10.1% | -5.7% | +15.7% | +5.3% |
| 3M | -6.8% | +0.2% | -7.0% | -8.2% |
| 6M | +84.1% | 0.0% | +84.1% | +96.4% |
| All | +84.1% | -0.1% | +84.3% | +96.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling