+160.0%
XLK vs KVUE
-20.4%
+180.5%
-25.7%
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% | +1.3% |
| 7D | +0.2% | -5.1% | +5.3% | +0.2% |
| 30D | -0.6% | -6.3% | +5.7% | -0.7% |
| 3M | +2.6% | -0.5% | +3.1% | +2.4% |
| 6M | +34.0% | +3.1% | +30.9% | +33.7% |
| YTD | +30.7% | +6.7% | +24.0% | +30.3% |
| 1Y | +39.2% | -1.1% | +40.3% | +39.5% |
| 3Y | +120.4% | -8.7% | +129.2% | +121.8% |
| All | +160.0% | -20.4% | +180.5% | +166.4% |
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