-24.5%
KVUE vs AEIS
+239.3%
-263.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.1% |
| 7D | -5.1% | +2.3% | -7.4% | -5.1% |
| 30D | -6.3% | -14.8% | +8.5% | -6.1% |
| 3M | -0.5% | -15.6% | +15.1% | -0.4% |
| 6M | +3.1% | -8.7% | +11.8% | +2.6% |
| YTD | +6.7% | +37.3% | -30.6% | +4.4% |
| 1Y | -1.1% | +80.3% | -81.5% | -4.6% |
| 3Y | -8.7% | +177.9% | -186.7% | -16.4% |
| All | -24.5% | +239.3% | -263.8% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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