-4.4%
KVUE vs AZO
-28.9%
+24.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -2.2% | +0.7% | -3.0% | -2.4% |
| 30D | -3.7% | -2.7% | -1.0% | -3.1% |
| 3M | +12.3% | -3.2% | +15.5% | +12.8% |
| 6M | +5.4% | -19.7% | +25.2% | +8.6% |
| YTD | +12.4% | -12.0% | +24.5% | +16.1% |
| 1Y | -4.4% | -29.5% | +25.1% | +6.2% |
| All | -4.4% | -28.9% | +24.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling