-24.5%
KVUE vs ARWR
+106.0%
-130.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.1% | -4.0% | -1.1% | -5.1% |
| 30D | -6.3% | -5.0% | -1.3% | -6.3% |
| 3M | -0.5% | +11.3% | -11.9% | -0.7% |
| 6M | +3.1% | +42.6% | -39.5% | +2.4% |
| YTD | +6.7% | +24.8% | -18.1% | +6.1% |
| 1Y | -1.1% | +178.8% | -179.9% | -3.5% |
| 3Y | -8.7% | +183.3% | -192.1% | -13.0% |
| All | -24.5% | +106.0% | -130.5% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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