-8.9%
KVUE vs ACGL
+30.4%
-39.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -7.2% | -2.1% | -5.1% | -6.7% |
| 30D | -5.7% | -2.2% | -3.5% | -5.1% |
| 3M | +0.2% | +6.3% | -6.2% | -1.6% |
| 6M | 0.0% | +0.5% | -0.5% | -0.4% |
| YTD | +6.5% | +0.2% | +6.3% | +6.0% |
| 1Y | -1.4% | +7.3% | -8.7% | -3.6% |
| All | -8.9% | +30.4% | -39.3% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 3y: compounded portfolio wealth divided by compounded ACGL 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…
3y analysis · Full analysis span regression · 6 months rolling