-4.7%
KVUE vs AS
+107.2%
-112.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.2% |
| 7D | -7.2% | -2.8% | -4.4% | -7.0% |
| 30D | -5.7% | -23.2% | +17.5% | -3.8% |
| 3M | +0.2% | -20.1% | +20.2% | +1.8% |
| 6M | 0.0% | -18.5% | +18.5% | +1.4% |
| YTD | +6.5% | -25.6% | +32.2% | +8.5% |
| 1Y | -1.4% | -24.4% | +22.9% | +0.1% |
| All | -4.7% | +107.2% | -112.0% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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