-24.6%
KVUE vs AR
+90.4%
-115.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -7.2% | -1.2% | -6.0% | -7.2% |
| 30D | -5.7% | +5.5% | -11.2% | -5.9% |
| 3M | +0.2% | +12.9% | -12.7% | -0.4% |
| 6M | 0.0% | +0.1% | -0.1% | -0.1% |
| YTD | +6.5% | +13.5% | -7.0% | +5.4% |
| 1Y | -1.4% | +21.6% | -23.0% | -3.0% |
| 3Y | -5.6% | +46.0% | -51.6% | -8.2% |
| All | -24.6% | +90.4% | -115.0% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 5y: compounded portfolio wealth divided by compounded AR 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…
5y analysis · Full analysis span regression · 6 months rolling