-24.4%
KVUE vs CRS
+785.3%
-809.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.3% |
| 7D | -6.1% | -4.1% | -2.0% | -6.0% |
| 30D | -5.6% | -16.6% | +11.0% | -5.2% |
| 3M | -0.3% | -14.3% | +13.9% | -0.1% |
| 6M | +1.4% | +11.6% | -10.2% | +0.7% |
| YTD | +6.7% | +42.6% | -35.8% | +5.6% |
| 1Y | +1.0% | +81.8% | -80.9% | -0.7% |
| 3Y | -5.4% | +632.1% | -637.5% | -13.3% |
| All | -24.4% | +785.3% | -809.7% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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