+43.4%
XLK vs KVUE
-4.3%
+47.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.6% |
| 7D | +0.9% | -2.2% | +3.1% | +0.6% |
| 30D | +0.7% | -3.7% | +4.4% | +0.3% |
| 3M | -2.9% | +12.3% | -15.2% | -2.0% |
| 6M | +34.3% | +5.4% | +28.8% | +35.0% |
| YTD | +30.4% | +12.4% | +18.0% | +31.8% |
| 1Y | +43.4% | -4.4% | +47.7% | +43.4% |
| All | +43.4% | -4.3% | +47.7% | +43.4% |
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 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