-8.7%
KVUE vs BTDR
+4.4%
-13.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.1% |
| 7D | -5.1% | -3.4% | -1.7% | -5.1% |
| 30D | -6.3% | +32.6% | -38.9% | -6.6% |
| 3M | -0.5% | -32.2% | +31.7% | -0.1% |
| 6M | +3.1% | +52.4% | -49.3% | +2.0% |
| YTD | +6.7% | +6.7% | 0.0% | +5.9% |
| 1Y | -1.1% | -15.2% | +14.1% | -2.0% |
| 3Y | -8.7% | +14.9% | -23.6% | -11.8% |
| All | -8.7% | +4.4% | -13.1% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling