-1.1%
KVUE vs DLTR
+19.1%
-20.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | -5.1% | -10.1% | +5.0% | -3.4% |
| 30D | -6.3% | -8.1% | +1.8% | -5.0% |
| 3M | -0.5% | +2.9% | -3.4% | -0.9% |
| 6M | +3.1% | +4.3% | -1.3% | +2.8% |
| YTD | +6.7% | -3.9% | +10.6% | +7.0% |
| 1Y | -1.1% | +18.9% | -20.0% | -9.0% |
| All | -1.1% | +19.1% | -20.2% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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