-24.5%
KVUE vs APD
+7.7%
-32.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -5.1% | -3.3% | -1.9% | -4.6% |
| 30D | -6.3% | -4.2% | -2.2% | -5.6% |
| 3M | -0.5% | +5.4% | -5.9% | -1.5% |
| 6M | +3.1% | +6.3% | -3.2% | +1.8% |
| YTD | +6.7% | +20.3% | -13.6% | +2.8% |
| 1Y | -1.1% | +1.6% | -2.7% | -1.7% |
| 3Y | -8.7% | +4.0% | -12.7% | -10.3% |
| All | -24.5% | +7.7% | -32.2% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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