-1.4%
KVUE vs CF
+65.9%
-67.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.8% | -6.3% | -3.4% |
| 7D | -7.2% | -0.8% | -6.4% | -7.2% |
| 30D | -5.7% | +14.3% | -20.0% | -5.1% |
| 3M | +0.2% | +27.9% | -27.7% | +1.5% |
| 6M | 0.0% | +25.5% | -25.5% | -0.7% |
| YTD | +6.5% | +81.2% | -74.7% | -2.8% |
| 1Y | -1.4% | +66.5% | -67.9% | -8.5% |
| All | -1.4% | +65.9% | -67.3% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 1y: compounded portfolio wealth divided by compounded CF 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…
1y analysis · Full analysis span regression · 6 months rolling