-24.4%
KVUE vs ARWR
+105.8%
-130.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -6.1% | -4.3% | -1.8% | -6.1% |
| 30D | -5.6% | -7.3% | +1.7% | -5.5% |
| 3M | -0.3% | +17.0% | -17.4% | -0.6% |
| 6M | +1.4% | +39.8% | -38.4% | +0.7% |
| YTD | +6.7% | +24.7% | -17.9% | +6.2% |
| 1Y | +1.0% | +186.5% | -185.5% | -1.5% |
| 3Y | -5.4% | +176.8% | -182.2% | -10.0% |
| All | -24.4% | +105.8% | -130.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling