+47.2%
XYZ vs KVUE
-9.1%
+56.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | -0.4% |
| 7D | -3.7% | -7.2% | +3.5% | -2.7% |
| 30D | +0.5% | -5.7% | +6.2% | +1.4% |
| 3M | +16.3% | +0.2% | +16.1% | +16.5% |
| 6M | +21.1% | 0.0% | +21.1% | +21.3% |
| YTD | +22.0% | +6.5% | +15.5% | +21.5% |
| 1Y | +5.2% | -1.4% | +6.6% | +5.9% |
| All | +47.2% | -9.1% | +56.3% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling