-24.5%
KVUE vs EQX
+119.6%
-144.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.1% |
| 7D | -5.1% | -3.2% | -1.9% | -5.1% |
| 30D | -6.3% | +7.8% | -14.1% | -6.5% |
| 3M | -0.5% | +21.3% | -21.8% | -0.9% |
| 6M | +3.1% | -22.4% | +25.5% | +3.5% |
| YTD | +6.7% | -11.3% | +18.0% | +7.0% |
| 1Y | -1.1% | +13.5% | -14.6% | -1.0% |
| 3Y | -8.7% | +162.1% | -170.9% | -13.3% |
| All | -24.5% | +119.6% | -144.1% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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