-24.5%
KVUE vs EFX
-12.2%
-12.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.1% |
| 7D | -5.1% | -4.5% | -0.6% | -4.5% |
| 30D | -6.3% | -6.1% | -0.2% | -5.5% |
| 3M | -0.5% | +6.2% | -6.7% | -1.4% |
| 6M | +3.1% | -11.2% | +14.3% | +4.3% |
| YTD | +6.7% | -21.4% | +28.1% | +9.4% |
| 1Y | -1.1% | -34.3% | +33.2% | +3.9% |
| 3Y | -8.7% | -12.5% | +3.8% | -8.1% |
| All | -24.5% | -12.2% | -12.3% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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