-21.9%
KVUE vs BAH
-16.7%
-5.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.8% |
| 7D | -1.9% | -4.3% | +2.4% | -1.7% |
| 30D | -3.3% | -4.5% | +1.2% | -3.1% |
| 3M | +6.0% | -7.6% | +13.6% | +6.0% |
| 6M | +2.3% | -10.6% | +12.9% | +2.5% |
| YTD | +10.3% | -12.6% | +22.9% | +10.3% |
| 1Y | +4.6% | -27.0% | +31.6% | +5.4% |
| 3Y | -2.2% | -31.5% | +29.3% | -3.5% |
| All | -21.9% | -16.7% | -5.2% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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