-18.0%
GIS vs KVUE
-4.3%
-13.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.2% |
| 7D | -7.8% | -2.2% | -5.6% | -7.3% |
| 30D | +6.6% | -3.7% | +10.2% | +7.7% |
| 3M | +21.0% | +12.3% | +8.7% | +18.4% |
| 6M | -9.1% | +5.4% | -14.5% | -10.1% |
| YTD | -13.6% | +12.4% | -26.1% | -15.1% |
| 1Y | -18.0% | -4.4% | -13.6% | -18.8% |
| All | -18.0% | -4.3% | -13.7% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling