-24.5%
KVUE vs ALB
-28.5%
+4.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.4% | +0.1% |
| 7D | -5.1% | -6.6% | +1.5% | -4.9% |
| 30D | -6.3% | -8.1% | +1.8% | -6.1% |
| 3M | -0.5% | -25.7% | +25.2% | +0.4% |
| 6M | +3.1% | -29.5% | +32.5% | +4.0% |
| YTD | +6.7% | -16.2% | +22.9% | +6.8% |
| 1Y | -1.1% | +59.2% | -60.4% | -3.7% |
| 3Y | -8.7% | -33.7% | +25.0% | -8.2% |
| All | -24.5% | -28.5% | +4.0% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling