-24.5%
KVUE vs ACI
-36.2%
+11.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.6% |
| 7D | -5.1% | -3.7% | -1.4% | -4.5% |
| 30D | -6.3% | +0.6% | -6.9% | -6.4% |
| 3M | -0.5% | -20.3% | +19.8% | +2.5% |
| 6M | +3.1% | -24.7% | +27.7% | +6.9% |
| YTD | +6.7% | -27.2% | +33.9% | +11.2% |
| 1Y | -1.1% | -32.7% | +31.6% | +4.8% |
| 3Y | -8.7% | -43.9% | +35.2% | -0.3% |
| All | -24.5% | -36.2% | +11.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 5y: compounded portfolio wealth divided by compounded ACI 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…
5y analysis · Full analysis span regression · 6 months rolling