-24.5%
KVUE vs ALLY
+91.5%
-116.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -5.1% | -3.8% | -1.3% | -4.7% |
| 30D | -6.3% | -4.9% | -1.4% | -5.7% |
| 3M | -0.5% | -2.6% | +2.1% | -0.2% |
| 6M | +3.1% | +15.7% | -12.7% | +1.3% |
| YTD | +6.7% | -5.2% | +11.8% | +7.1% |
| 1Y | -1.1% | +2.8% | -4.0% | -2.0% |
| 3Y | -8.7% | +63.4% | -72.2% | -14.2% |
| All | -24.5% | +91.5% | -116.0% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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