-24.5%
KVUE vs DLTR
-22.5%
-2.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | -5.1% | -10.1% | +5.0% | -4.2% |
| 30D | -6.3% | -8.1% | +1.8% | -5.6% |
| 3M | -0.5% | +2.9% | -3.4% | -0.8% |
| 6M | +3.1% | +4.3% | -1.3% | +2.4% |
| YTD | +6.7% | -3.9% | +10.6% | +6.6% |
| 1Y | -1.1% | +18.9% | -20.0% | -3.1% |
| 3Y | -8.7% | +1.9% | -10.7% | -9.4% |
| All | -24.5% | -22.5% | -2.0% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling