-23.9%
KVUE vs BBIO
+409.0%
-432.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -4.4% | -3.3% | -1.1% | -4.4% |
| 30D | -6.7% | -9.4% | +2.6% | -6.6% |
| 3M | -0.2% | +8.4% | -8.5% | -0.3% |
| 6M | +4.8% | +4.3% | +0.5% | +4.7% |
| YTD | +7.5% | -5.4% | +12.8% | +7.4% |
| 1Y | -1.1% | +41.3% | -42.5% | -1.6% |
| 3Y | -6.7% | +144.4% | -151.0% | -7.9% |
| All | -23.9% | +409.0% | -432.9% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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