-24.6%
KVUE vs BB
+75.3%
-100.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.5% |
| 7D | -7.2% | +1.8% | -9.1% | -7.2% |
| 30D | -5.7% | -12.2% | +6.5% | -5.5% |
| 3M | +0.2% | -12.3% | +12.5% | +0.1% |
| 6M | 0.0% | +122.7% | -122.7% | -2.6% |
| YTD | +6.5% | +104.5% | -98.0% | +3.9% |
| 1Y | -1.4% | +106.7% | -108.1% | -4.2% |
| 3Y | -5.6% | +70.0% | -75.6% | -9.6% |
| All | -24.6% | +75.3% | -100.0% | -25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling