-24.5%
KVUE vs AGI
+162.6%
-187.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -5.1% | -2.7% | -2.4% | -5.0% |
| 30D | -6.3% | +7.2% | -13.6% | -6.7% |
| 3M | -0.5% | +4.3% | -4.8% | -0.8% |
| 6M | +3.1% | -27.1% | +30.2% | +4.4% |
| YTD | +6.7% | -6.6% | +13.3% | +6.8% |
| 1Y | -1.1% | +9.5% | -10.7% | -2.4% |
| 3Y | -8.7% | +208.4% | -217.2% | -23.4% |
| All | -24.5% | +162.6% | -187.1% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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