-24.4%
KVUE vs D
+37.2%
-61.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.1% | -1.6% | -4.5% | -5.6% |
| 30D | -5.6% | -3.5% | -2.1% | -4.5% |
| 3M | -0.3% | -1.6% | +1.2% | +0.2% |
| 6M | +1.4% | +5.8% | -4.4% | -0.7% |
| YTD | +6.7% | +14.5% | -7.7% | +1.8% |
| 1Y | +1.0% | +14.2% | -13.2% | -3.6% |
| 3Y | -5.4% | +59.0% | -64.4% | -16.6% |
| All | -24.4% | +37.2% | -61.7% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling