-58.2%
CHTR vs KVUE
-20.4%
-37.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -4.1% | -5.1% | +1.0% | -3.0% |
| 30D | -3.0% | -6.3% | +3.4% | -1.5% |
| 3M | +4.8% | -0.5% | +5.3% | +5.3% |
| 6M | -35.0% | +3.1% | -38.1% | -35.1% |
| YTD | -30.2% | +6.7% | -36.9% | -30.5% |
| 1Y | -44.8% | -1.1% | -43.6% | -44.1% |
| 3Y | -66.6% | -8.7% | -57.8% | -66.6% |
| All | -58.2% | -20.4% | -37.8% | -58.1% |
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