-24.5%
KVUE vs AG
+183.9%
-208.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.9% | 0.0% |
| 7D | -5.1% | -6.7% | +1.6% | -5.0% |
| 30D | -6.3% | +2.2% | -8.5% | -6.4% |
| 3M | -0.5% | +15.7% | -16.2% | -0.8% |
| 6M | +3.1% | -23.8% | +26.9% | +3.4% |
| YTD | +6.7% | +17.6% | -10.9% | +6.5% |
| 1Y | -1.1% | +88.6% | -89.8% | -2.7% |
| 3Y | -8.7% | +253.4% | -262.2% | -14.7% |
| All | -24.5% | +183.9% | -208.3% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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