-2.2%
KVUE vs CF
+76.4%
-78.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -1.9% |
| 7D | -1.9% | -0.9% | -1.0% | -1.9% |
| 30D | -3.3% | +18.1% | -21.4% | -4.3% |
| 3M | +6.0% | +23.4% | -17.4% | +4.6% |
| 6M | +2.3% | +17.1% | -14.8% | +0.2% |
| YTD | +10.3% | +76.2% | -65.9% | +0.8% |
| 1Y | +4.6% | +62.3% | -57.7% | -3.2% |
| 3Y | -2.2% | +71.8% | -74.0% | -14.3% |
| All | -2.2% | +76.4% | -78.6% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling