-8.9%
KVUE vs CAPR
+36.9%
-45.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.6% | +1.2% | -3.5% |
| 7D | -7.2% | -12.6% | +5.4% | -7.2% |
| 30D | -5.7% | +124.4% | -130.1% | -6.0% |
| 3M | +0.2% | -66.8% | +66.9% | +0.3% |
| 6M | 0.0% | -71.8% | +71.8% | +0.2% |
| YTD | +6.5% | -70.1% | +76.6% | +6.6% |
| 1Y | -1.4% | +33.3% | -34.7% | -2.8% |
| All | -8.9% | +36.9% | -45.8% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling