-24.6%
KVUE vs BN
+92.9%
-117.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.2% |
| 7D | -7.2% | -3.0% | -4.2% | -6.8% |
| 30D | -5.7% | -13.0% | +7.3% | -3.7% |
| 3M | +0.2% | -15.2% | +15.4% | +2.6% |
| 6M | 0.0% | -5.9% | +5.9% | +0.8% |
| YTD | +6.5% | -15.8% | +22.3% | +8.7% |
| 1Y | -1.4% | -12.2% | +10.8% | -0.2% |
| 3Y | -5.6% | +72.2% | -77.8% | -14.6% |
| All | -24.6% | +92.9% | -117.5% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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