-24.5%
KVUE vs CAPR
+119.7%
-144.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -5.1% | -11.0% | +5.8% | -5.1% |
| 30D | -6.3% | +99.8% | -106.1% | -6.5% |
| 3M | -0.5% | -66.6% | +66.1% | -0.4% |
| 6M | +3.1% | -75.1% | +78.2% | +3.3% |
| YTD | +6.7% | -71.0% | +77.7% | +6.8% |
| 1Y | -1.1% | +30.0% | -31.1% | -2.4% |
| 3Y | -8.7% | +29.0% | -37.7% | -11.8% |
| All | -24.5% | +119.7% | -144.2% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 10y: compounded portfolio wealth divided by compounded CAPR 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…
10y analysis · Full analysis span regression · 6 months rolling