-21.9%
KVUE vs AG
+201.1%
-223.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.9% |
| 7D | -1.9% | +4.5% | -6.4% | -2.0% |
| 30D | -3.3% | +12.9% | -16.2% | -3.5% |
| 3M | +6.0% | +20.9% | -15.0% | +5.6% |
| 6M | +2.3% | -19.5% | +21.9% | +2.5% |
| YTD | +10.3% | +24.8% | -14.4% | +10.0% |
| 1Y | +4.6% | +120.2% | -115.7% | +2.4% |
| 3Y | -2.2% | +279.0% | -281.2% | -8.7% |
| All | -21.9% | +201.1% | -223.0% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling