+37.3%
GS vs KVUE
+0.6%
+36.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.7% | -0.9% |
| 7D | +2.4% | -7.2% | +9.6% | +2.2% |
| 30D | -0.1% | -5.7% | +5.6% | -0.3% |
| 3M | +0.2% | +0.2% | 0.0% | -0.1% |
| 6M | +24.8% | 0.0% | +24.8% | +24.2% |
| YTD | +18.8% | +6.5% | +12.2% | +18.2% |
| 1Y | +37.3% | -1.4% | +38.7% | +38.7% |
| All | +37.3% | +0.6% | +36.8% | +38.7% |
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 · 6 months rolling