-24.5%
KVUE vs DBX
+79.8%
-104.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.1% |
| 7D | -5.1% | +2.1% | -7.2% | -5.2% |
| 30D | -6.3% | +5.7% | -12.1% | -6.5% |
| 3M | -0.5% | +31.8% | -32.3% | -1.4% |
| 6M | +3.1% | +37.5% | -34.4% | +2.3% |
| YTD | +6.7% | +27.9% | -21.2% | +6.2% |
| 1Y | -1.1% | +15.0% | -16.2% | -1.4% |
| 3Y | -8.7% | +27.2% | -35.9% | -11.1% |
| All | -24.5% | +79.8% | -104.3% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling