+37.0%
XYZ vs KVUE
-16.1%
+53.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | -1.0% | -2.2% | +1.3% | -0.7% |
| 30D | -1.7% | -3.7% | +2.0% | -1.2% |
| 3M | +16.7% | +12.3% | +4.5% | +15.3% |
| 6M | +26.9% | +5.4% | +21.4% | +26.1% |
| YTD | +27.1% | +12.4% | +14.7% | +25.7% |
| 1Y | +9.3% | -4.4% | +13.6% | +10.3% |
| 3Y | +42.3% | -7.5% | +49.8% | +40.2% |
| All | +37.0% | -16.1% | +53.1% | +35.7% |
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