-8.9%
KVUE vs ALLE
+44.7%
-53.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -2.9% |
| 7D | -7.2% | -2.2% | -5.1% | -6.8% |
| 30D | -5.7% | -8.3% | +2.7% | -3.9% |
| 3M | +0.2% | +16.3% | -16.1% | -3.2% |
| 6M | 0.0% | +1.8% | -1.8% | -0.7% |
| YTD | +6.5% | -3.9% | +10.5% | +6.8% |
| 1Y | -1.4% | -10.0% | +8.6% | +0.1% |
| All | -8.9% | +44.7% | -53.6% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling