-1.1%
KVUE vs DBX
+15.5%
-16.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.2% |
| 7D | -5.1% | +2.1% | -7.2% | -5.3% |
| 30D | -6.3% | +5.7% | -12.1% | -6.7% |
| 3M | -0.5% | +31.8% | -32.3% | -2.1% |
| 6M | +3.1% | +37.5% | -34.4% | +2.3% |
| YTD | +6.7% | +27.9% | -21.2% | +7.9% |
| 1Y | -1.1% | +15.0% | -16.2% | -4.0% |
| All | -1.1% | +15.5% | -16.7% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling