-24.5%
KVUE vs BBWI
-40.5%
+16.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -0.4% |
| 7D | -5.1% | -4.8% | -0.3% | -4.9% |
| 30D | -6.3% | +3.5% | -9.8% | -6.5% |
| 3M | -0.5% | -0.3% | -0.2% | -0.6% |
| 6M | +3.1% | -5.4% | +8.5% | +3.1% |
| YTD | +6.7% | -4.7% | +11.4% | +6.4% |
| 1Y | -1.1% | -30.5% | +29.3% | 0.0% |
| 3Y | -8.7% | -44.3% | +35.6% | -7.9% |
| All | -24.5% | -40.5% | +16.0% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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