-24.4%
KVUE vs BEN
+60.7%
-85.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.4% |
| 7D | -6.1% | +0.3% | -6.4% | -6.2% |
| 30D | -5.6% | +0.9% | -6.5% | -5.7% |
| 3M | -0.3% | +9.2% | -9.5% | -1.9% |
| 6M | +1.4% | +36.8% | -35.4% | -4.4% |
| YTD | +6.7% | +44.4% | -37.6% | -0.5% |
| 1Y | +1.0% | +45.8% | -44.9% | -6.3% |
| 3Y | -5.4% | +52.5% | -57.9% | -13.4% |
| All | -24.4% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling