-21.9%
KVUE vs DAR
+18.3%
-40.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.8% | -2.1% |
| 7D | -1.9% | -0.9% | -1.0% | -1.9% |
| 30D | -3.3% | +13.0% | -16.3% | -4.3% |
| 3M | +6.0% | +15.0% | -9.0% | +4.6% |
| 6M | +2.3% | +26.8% | -24.5% | -0.3% |
| YTD | +10.3% | +86.4% | -76.1% | +3.1% |
| 1Y | +4.6% | +115.1% | -110.5% | -3.9% |
| 3Y | -2.2% | +14.6% | -16.8% | -4.9% |
| All | -21.9% | +18.3% | -40.2% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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