-4.4%
KVUE vs AA
+63.2%
-67.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -1.2% |
| 7D | -2.2% | -0.7% | -1.5% | -2.3% |
| 30D | -3.7% | +5.0% | -8.7% | -3.3% |
| 3M | +12.3% | -35.8% | +48.1% | +9.9% |
| 6M | +5.4% | -18.4% | +23.8% | +4.2% |
| YTD | +12.4% | -5.5% | +17.9% | +11.5% |
| 1Y | -4.4% | +61.0% | -65.3% | -3.2% |
| All | -4.4% | +63.2% | -67.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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