+82.4%
XLI vs KVUE
-20.4%
+102.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -2.3% | -6.1% | +3.8% | -1.7% |
| 30D | -8.2% | -5.6% | -2.6% | -7.7% |
| 3M | +0.8% | -0.3% | +1.1% | +0.7% |
| 6M | +0.8% | +1.4% | -0.5% | +0.6% |
| YTD | +10.5% | +6.7% | +3.8% | +9.7% |
| 1Y | +14.1% | +1.0% | +13.2% | +14.0% |
| 3Y | +68.6% | -5.4% | +74.0% | +68.9% |
| All | +82.4% | -20.4% | +102.8% | +87.2% |
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