-24.6%
KVUE vs CG
+76.7%
-101.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.3% |
| 7D | -7.2% | -6.4% | -0.8% | -6.9% |
| 30D | -5.7% | -7.1% | +1.4% | -5.4% |
| 3M | +0.2% | -1.6% | +1.7% | +0.3% |
| 6M | 0.0% | -8.3% | +8.4% | +0.3% |
| YTD | +6.5% | -23.8% | +30.3% | +7.4% |
| 1Y | -1.4% | -28.7% | +27.3% | -0.3% |
| 3Y | -5.6% | +49.2% | -54.8% | -10.3% |
| All | -24.6% | +76.7% | -101.3% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 all: compounded portfolio wealth divided by compounded CG 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…
all analysis · Full analysis span regression · 6 months rolling