-21.9%
KVUE vs ALHC
+102.4%
-124.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | -1.9% | -1.0% | -1.0% | -1.9% |
| 30D | -3.3% | -6.3% | +3.0% | -3.2% |
| 3M | +6.0% | -12.3% | +18.3% | +6.0% |
| 6M | +2.3% | -27.0% | +29.3% | +2.6% |
| YTD | +10.3% | -31.8% | +42.2% | +10.7% |
| 1Y | +4.6% | -17.0% | +21.6% | +4.5% |
| 3Y | -2.2% | +159.8% | -162.0% | -1.9% |
| All | -21.9% | +102.4% | -124.3% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ALHC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling