-24.4%
KVUE vs FE
+37.0%
-61.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.1% | -1.7% | -4.4% | -5.5% |
| 30D | -5.6% | -1.3% | -4.3% | -5.1% |
| 3M | -0.3% | +0.6% | -0.9% | -0.6% |
| 6M | +1.4% | -6.8% | +8.2% | +4.1% |
| YTD | +6.7% | +6.4% | +0.3% | +3.7% |
| 1Y | +1.0% | +11.3% | -10.3% | -3.5% |
| 3Y | -5.4% | +47.1% | -52.5% | -15.0% |
| All | -24.4% | +37.0% | -61.5% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling