-24.5%
KVUE vs ALHC
+89.6%
-114.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | -5.1% | -6.9% | +1.7% | -5.0% |
| 30D | -6.3% | -6.7% | +0.4% | -6.2% |
| 3M | -0.5% | -37.7% | +37.2% | +0.2% |
| 6M | +3.1% | -30.0% | +33.1% | +3.4% |
| YTD | +6.7% | -36.2% | +42.8% | +7.1% |
| 1Y | -1.1% | -22.9% | +21.7% | -1.1% |
| 3Y | -8.7% | +138.4% | -147.1% | -8.4% |
| All | -24.5% | +89.6% | -114.1% | -24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling