-24.5%
KVUE vs BNY
+336.5%
-361.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -1.3% | -3.8% | -4.9% |
| 30D | -6.3% | -0.2% | -6.2% | -6.3% |
| 3M | -0.5% | +14.9% | -15.4% | -3.6% |
| 6M | +3.1% | +40.0% | -36.9% | -4.6% |
| YTD | +6.7% | +42.0% | -35.3% | -2.1% |
| 1Y | -1.1% | +56.9% | -58.0% | -11.7% |
| 3Y | -8.7% | +289.9% | -298.6% | -35.1% |
| All | -24.5% | +336.5% | -361.0% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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