-24.4%
KVUE vs AIG
+59.1%
-83.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.1% | -2.4% | -3.7% | -5.4% |
| 30D | -5.6% | -2.9% | -2.6% | -4.7% |
| 3M | -0.3% | +0.8% | -1.1% | -0.6% |
| 6M | +1.4% | -2.7% | +4.0% | +2.0% |
| YTD | +6.7% | -11.2% | +17.9% | +10.1% |
| 1Y | +1.0% | -1.5% | +2.5% | +1.0% |
| 3Y | -5.4% | +34.4% | -39.8% | -9.0% |
| All | -24.4% | +59.1% | -83.6% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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