-24.5%
KVUE vs BDX
-6.8%
-17.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -5.1% | -3.2% | -2.0% | -4.4% |
| 30D | -6.3% | -2.5% | -3.8% | -5.8% |
| 3M | -0.5% | +21.4% | -21.9% | -4.9% |
| 6M | +3.1% | +10.4% | -7.3% | +0.4% |
| YTD | +6.7% | +18.8% | -12.1% | +2.3% |
| 1Y | -1.1% | +21.7% | -22.8% | -5.7% |
| 3Y | -8.7% | -10.0% | +1.2% | -8.7% |
| All | -24.5% | -6.8% | -17.7% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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