+3.9%
KVUE vs CART
+34.4%
-30.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.7% | +51.2% | -30.5% | +12.0% |
| 7D | +20.7% | +51.2% | -30.5% | +12.0% |
| 30D | +20.7% | +51.2% | -30.5% | +12.0% |
| 3M | +20.7% | +51.2% | -30.5% | +12.0% |
| 6M | +20.7% | +51.2% | -30.5% | +12.0% |
| YTD | +20.7% | +51.2% | -30.5% | +12.0% |
| 1Y | +42.1% | +54.0% | -11.9% | +31.7% |
| 3Y | +17.3% | +118.5% | -101.2% | +5.7% |
| All | +3.9% | +34.4% | -30.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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