-24.6%
KVUE vs ALB
-23.7%
-1.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -3.4% |
| 7D | -7.2% | -8.6% | +1.4% | -7.0% |
| 30D | -5.7% | -4.0% | -1.6% | -5.6% |
| 3M | +0.2% | -17.4% | +17.5% | +0.7% |
| 6M | 0.0% | -25.4% | +25.4% | +0.7% |
| YTD | +6.5% | -10.5% | +17.0% | +6.4% |
| 1Y | -1.4% | +75.8% | -77.2% | -4.3% |
| 3Y | -5.6% | -28.5% | +22.9% | -5.3% |
| All | -24.6% | -23.7% | -1.0% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling