-24.6%
KVUE vs COR
+99.8%
-124.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -7.2% | -3.9% | -3.3% | -6.7% |
| 30D | -5.7% | -0.3% | -5.4% | -5.7% |
| 3M | +0.2% | +15.9% | -15.7% | -1.9% |
| 6M | 0.0% | -10.3% | +10.3% | +1.4% |
| YTD | +6.5% | -3.7% | +10.2% | +6.2% |
| 1Y | -1.4% | +9.1% | -10.5% | -4.1% |
| 3Y | -5.6% | +86.6% | -92.2% | -12.4% |
| All | -24.6% | +99.8% | -124.4% | -30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling