-24.5%
KVUE vs AU
+305.3%
-329.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -4.3% | -0.9% | -5.0% |
| 30D | -6.3% | +7.3% | -13.6% | -6.5% |
| 3M | -0.5% | +26.3% | -26.8% | -1.2% |
| 6M | +3.1% | +1.8% | +1.3% | +2.8% |
| YTD | +6.7% | +26.8% | -20.1% | +6.1% |
| 1Y | -1.1% | +66.7% | -67.8% | -2.7% |
| 3Y | -8.7% | +579.1% | -587.8% | -16.8% |
| All | -24.5% | +305.3% | -329.8% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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