-24.5%
KVUE vs AON
-3.2%
-21.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.4% |
| 7D | -5.1% | -6.3% | +1.2% | -3.6% |
| 30D | -6.3% | -14.1% | +7.8% | -2.9% |
| 3M | -0.5% | -9.5% | +9.0% | +1.8% |
| 6M | +3.1% | -4.0% | +7.1% | +3.9% |
| YTD | +6.7% | -13.8% | +20.5% | +10.2% |
| 1Y | -1.1% | -18.3% | +17.1% | +3.5% |
| 3Y | -8.7% | -7.2% | -1.6% | -7.8% |
| All | -24.5% | -3.2% | -21.3% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 all: compounded portfolio wealth divided by compounded AON 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…
all analysis · Full analysis span regression · 6 months rolling