-24.4%
KVUE vs AGI
+160.8%
-185.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +0.4% |
| 7D | -6.1% | -5.3% | -0.9% | -5.9% |
| 30D | -5.6% | +6.8% | -12.3% | -5.9% |
| 3M | -0.3% | +8.3% | -8.6% | -0.8% |
| 6M | +1.4% | -29.2% | +30.6% | +2.9% |
| YTD | +6.7% | -7.3% | +14.0% | +6.9% |
| 1Y | +1.0% | +8.0% | -7.1% | -0.2% |
| 3Y | -5.4% | +206.6% | -211.9% | -20.6% |
| All | -24.4% | +160.8% | -185.3% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling