-21.9%
KVUE vs ACI
-35.9%
+13.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -1.3% |
| 7D | -1.9% | -2.6% | +0.6% | -1.5% |
| 30D | -3.3% | +1.1% | -4.4% | -3.5% |
| 3M | +6.0% | -23.6% | +29.6% | +10.0% |
| 6M | +2.3% | -29.9% | +32.3% | +7.7% |
| YTD | +10.3% | -26.9% | +37.2% | +15.0% |
| 1Y | +4.6% | -34.2% | +38.8% | +11.3% |
| 3Y | -2.2% | -43.6% | +41.4% | +6.7% |
| All | -21.9% | -35.9% | +13.9% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling