-2.9%
KVUE vs AHR
+356.1%
-359.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -5.1% | -2.1% | -3.0% | -4.6% |
| 30D | -6.3% | +1.9% | -8.2% | -6.8% |
| 3M | -0.5% | +15.7% | -16.2% | -4.2% |
| 6M | +3.1% | +2.5% | +0.6% | +2.0% |
| YTD | +6.7% | +15.0% | -8.3% | +2.1% |
| 1Y | -1.1% | +28.1% | -29.2% | -8.6% |
| All | -2.9% | +356.1% | -359.0% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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