-21.9%
KVUE vs ALLE
+49.7%
-71.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -1.9% | +2.8% | -4.7% | -2.5% |
| 30D | -3.3% | -7.6% | +4.3% | -1.7% |
| 3M | +6.0% | +22.8% | -16.8% | +1.4% |
| 6M | +2.3% | +4.6% | -2.3% | +1.0% |
| YTD | +10.3% | -1.2% | +11.6% | +10.0% |
| 1Y | +4.6% | -9.1% | +13.7% | +5.8% |
| 3Y | -2.2% | +50.0% | -52.2% | -9.1% |
| All | -21.9% | +49.7% | -71.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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