+13.2%
GS vs KVUE
+19.0%
-5.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +13.1% | -17.7% | -3.6% |
| 7D | -4.5% | +13.1% | -17.7% | -3.6% |
| 30D | -4.5% | +13.1% | -17.7% | -3.6% |
| 3M | -4.5% | +13.1% | -17.7% | -3.6% |
| 6M | -2.3% | +12.7% | -15.0% | -1.3% |
| YTD | +3.3% | +15.9% | -12.6% | +3.8% |
| All | +13.2% | +19.0% | -5.8% | +12.7% |
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 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 · Available span rolling