+85.4%
BLK vs KVUE
-20.4%
+105.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -3.3% | -5.1% | +1.8% | -2.5% |
| 30D | -6.5% | -6.3% | -0.2% | -5.5% |
| 3M | +6.7% | -0.5% | +7.3% | +6.8% |
| 6M | +14.7% | +3.1% | +11.6% | +14.1% |
| YTD | +2.5% | +6.7% | -4.2% | +1.3% |
| 1Y | -2.8% | -1.1% | -1.6% | -2.5% |
| 3Y | +65.9% | -8.7% | +74.6% | +66.2% |
| All | +85.4% | -20.4% | +105.9% | +88.8% |
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