+0.3%
KVUE vs CART
+46.9%
-46.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.9% | -0.8% |
| 7D | +0.9% | -4.4% | +5.3% | +1.0% |
| 30D | +1.4% | +1.9% | -0.5% | +1.4% |
| 3M | -1.9% | +16.5% | -18.3% | -2.3% |
| 6M | +6.7% | +9.8% | -3.1% | +6.3% |
| YTD | +3.1% | -10.3% | +13.4% | +3.3% |
| 1Y | -23.7% | -6.0% | -17.7% | -24.0% |
| All | +0.3% | +46.9% | -46.7% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling