-24.4%
KVUE vs ACWI
+85.2%
-109.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.5% |
| 7D | -6.1% | -1.9% | -4.2% | -5.6% |
| 30D | -5.6% | -1.3% | -4.3% | -5.2% |
| 3M | -0.3% | +5.0% | -5.3% | -1.9% |
| 6M | +1.4% | +11.7% | -10.4% | -2.6% |
| YTD | +6.7% | +13.0% | -6.2% | +2.1% |
| 1Y | +1.0% | +19.2% | -18.3% | -5.4% |
| 3Y | -5.4% | +75.0% | -80.4% | -29.3% |
| All | -24.4% | +85.2% | -109.6% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling