-24.5%
KVUE vs BEN
+60.7%
-85.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -5.1% | -3.1% | -2.0% | -4.6% |
| 30D | -6.3% | +0.2% | -6.5% | -6.4% |
| 3M | -0.5% | +6.8% | -7.4% | -1.7% |
| 6M | +3.1% | +38.1% | -35.0% | -2.9% |
| YTD | +6.7% | +44.3% | -37.7% | -0.6% |
| 1Y | -1.1% | +42.6% | -43.7% | -7.9% |
| 3Y | -8.7% | +52.3% | -61.1% | -16.4% |
| All | -24.5% | +60.7% | -85.2% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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