-24.5%
KVUE vs BB
+73.5%
-98.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.1% |
| 7D | -5.1% | -0.4% | -4.7% | -5.1% |
| 30D | -6.3% | -12.5% | +6.2% | -6.2% |
| 3M | -0.5% | -17.4% | +16.9% | -0.5% |
| 6M | +3.1% | +119.1% | -116.1% | +0.4% |
| YTD | +6.7% | +102.4% | -95.7% | +4.1% |
| 1Y | -1.1% | +98.2% | -99.3% | -3.8% |
| 3Y | -8.7% | +46.9% | -55.7% | -11.5% |
| All | -24.5% | +73.5% | -98.0% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling