-24.5%
KVUE vs EAT
+436.6%
-461.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | 0.0% |
| 7D | -5.1% | -7.7% | +2.6% | -4.7% |
| 30D | -6.3% | -13.6% | +7.3% | -5.6% |
| 3M | -0.5% | +33.9% | -34.4% | -2.3% |
| 6M | +3.1% | +47.2% | -44.1% | +0.6% |
| YTD | +6.7% | +48.1% | -41.4% | +3.9% |
| 1Y | -1.1% | +33.7% | -34.8% | -3.0% |
| 3Y | -8.7% | +595.8% | -604.5% | -24.2% |
| All | -24.5% | +436.6% | -461.1% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling