-24.5%
KVUE vs EOSE
+127.0%
-151.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | -5.1% | +1.8% | -6.9% | -5.1% |
| 30D | -6.3% | -6.8% | +0.5% | -6.3% |
| 3M | -0.5% | -36.3% | +35.8% | -0.4% |
| 6M | +3.1% | -38.8% | +41.8% | +3.0% |
| YTD | +6.7% | -65.5% | +72.2% | +6.8% |
| 1Y | -1.1% | -45.3% | +44.2% | -1.2% |
| 3Y | -8.7% | +44.2% | -52.9% | -10.5% |
| All | -24.5% | +127.0% | -151.5% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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