+12.2%
HON vs KVUE
-20.4%
+32.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.5% | -5.1% | +1.7% | -2.9% |
| 30D | -13.8% | -6.3% | -7.4% | -13.1% |
| 3M | -11.7% | -0.5% | -11.2% | -11.6% |
| 6M | -18.7% | +3.1% | -21.8% | -19.1% |
| YTD | +0.2% | +6.7% | -6.4% | -0.6% |
| 1Y | -3.1% | -1.1% | -1.9% | -2.4% |
| 3Y | +17.0% | -8.7% | +25.7% | +18.9% |
| All | +12.2% | -20.4% | +32.6% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling