-11.7%
KR vs KVUE
-4.3%
-7.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | +1.5% | -2.2% | +3.8% | +1.9% |
| 30D | +4.1% | -3.7% | +7.7% | +4.6% |
| 3M | -5.2% | +12.3% | -17.5% | -6.3% |
| 6M | -12.8% | +5.4% | -18.2% | -13.2% |
| YTD | -4.6% | +12.4% | -17.1% | -5.6% |
| 1Y | -11.7% | -4.4% | -7.3% | -10.3% |
| All | -11.7% | -4.3% | -7.4% | -10.3% |
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