+81.6%
JNJ vs KVUE
-20.4%
+102.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -4.3% | -6.1% | +1.8% | -3.4% |
| 30D | +3.0% | -5.6% | +8.6% | +3.9% |
| 3M | +12.2% | -0.3% | +12.6% | +12.4% |
| 6M | +10.5% | +1.4% | +9.1% | +10.3% |
| YTD | +30.8% | +6.7% | +24.0% | +29.7% |
| 1Y | +54.9% | +1.0% | +54.0% | +55.1% |
| 3Y | +80.7% | -5.4% | +86.0% | +83.0% |
| All | +81.6% | -20.4% | +102.0% | +86.4% |
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