+3.6%
KVUE vs AS
+119.6%
-116.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -0.4% | +20.3% | +19.9% |
| 7D | +19.9% | -0.4% | +20.3% | +19.9% |
| 30D | +19.9% | -0.4% | +20.3% | +19.9% |
| 3M | +19.9% | -0.4% | +20.3% | +19.9% |
| 6M | +19.9% | -0.4% | +20.3% | +19.9% |
| YTD | +19.9% | -0.4% | +20.3% | +19.9% |
| 1Y | +42.1% | -7.8% | +50.0% | +42.9% |
| All | +3.6% | +119.6% | -116.0% | -3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling