-4.4%
KVUE vs ESTC
+7.3%
-11.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -1.3% |
| 7D | -2.2% | -8.1% | +5.9% | -2.5% |
| 30D | -3.7% | +31.7% | -35.3% | -2.1% |
| 3M | +12.3% | +41.1% | -28.8% | +14.6% |
| 6M | +5.4% | +77.1% | -71.6% | +9.6% |
| YTD | +12.4% | +21.7% | -9.3% | +13.1% |
| 1Y | -4.4% | +8.4% | -12.8% | -4.2% |
| All | -4.4% | +7.3% | -11.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 1y: compounded portfolio wealth divided by compounded ESTC 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…
1y analysis · Full analysis span regression · 6 months rolling