-8.7%
KVUE vs COR
+84.9%
-93.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -2.8% | -2.3% | -4.7% |
| 30D | -6.3% | +2.6% | -8.9% | -6.6% |
| 3M | -0.5% | +14.5% | -15.0% | -2.5% |
| 6M | +3.1% | -7.8% | +10.9% | +4.1% |
| YTD | +6.7% | -4.2% | +10.9% | +6.5% |
| 1Y | -1.1% | +7.0% | -8.1% | -3.7% |
| 3Y | -8.7% | +85.5% | -94.3% | -13.4% |
| All | -8.7% | +84.9% | -93.6% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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