+31.0%
KR vs KVUE
-20.4%
+51.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | -5.1% | +5.0% | +0.6% |
| 30D | +5.1% | -6.3% | +11.4% | +6.0% |
| 3M | -8.2% | -0.5% | -7.6% | -8.0% |
| 6M | -18.0% | +3.1% | -21.1% | -18.2% |
| YTD | -4.8% | +6.7% | -11.5% | -5.4% |
| 1Y | -11.0% | -1.1% | -9.9% | -10.8% |
| 3Y | +37.7% | -8.7% | +46.4% | +38.5% |
| All | +31.0% | -20.4% | +51.4% | +34.1% |
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