-17.3%
BSX vs KVUE
-20.4%
+3.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -10.1% | -5.1% | -5.0% | -9.6% |
| 30D | -16.4% | -6.3% | -10.1% | -15.8% |
| 3M | -8.9% | -0.5% | -8.4% | -8.8% |
| 6M | -38.3% | +3.1% | -41.4% | -38.4% |
| YTD | -54.9% | +6.7% | -61.6% | -55.2% |
| 1Y | -58.8% | -1.1% | -57.7% | -58.7% |
| 3Y | -21.2% | -8.7% | -12.5% | -20.5% |
| All | -17.3% | -20.4% | +3.2% | -14.8% |
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