-8.7%
KVUE vs AVTR
-27.0%
+18.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -5.1% | -1.1% | -4.1% | -5.1% |
| 30D | -6.3% | +6.3% | -12.6% | -6.6% |
| 3M | -0.5% | +53.3% | -53.8% | -2.1% |
| 6M | +3.1% | +78.6% | -75.6% | +0.7% |
| YTD | +6.7% | +29.2% | -22.5% | +5.3% |
| 1Y | -1.1% | +13.8% | -15.0% | -2.4% |
| 3Y | -8.7% | -27.4% | +18.7% | -7.6% |
| All | -8.7% | -27.0% | +18.2% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling