+121.3%
WMT vs KVUE
-20.4%
+141.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | 0.0% | -5.1% | +5.1% | +0.7% |
| 30D | -7.4% | -6.3% | -1.1% | -6.6% |
| 3M | -10.9% | -0.5% | -10.4% | -10.8% |
| 6M | -12.7% | +3.1% | -15.8% | -13.0% |
| YTD | -3.2% | +6.7% | -9.9% | -3.9% |
| 1Y | +5.3% | -1.1% | +6.4% | +5.1% |
| 3Y | +101.9% | -8.7% | +110.6% | +102.0% |
| All | +121.3% | -20.4% | +141.7% | +122.4% |
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