-8.7%
KVUE vs BWA
+68.2%
-76.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.2% |
| 7D | -6.1% | -0.1% | -6.1% | -6.1% |
| 30D | -5.6% | -5.5% | -0.1% | -5.2% |
| 3M | -0.3% | -7.6% | +7.3% | +0.3% |
| 6M | +1.4% | +25.0% | -23.6% | -2.3% |
| YTD | +6.7% | +47.0% | -40.2% | +0.4% |
| 1Y | +1.0% | +54.0% | -53.0% | -5.7% |
| All | -8.7% | +68.2% | -76.9% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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