-8.9%
KVUE vs FE
+46.9%
-55.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.2% |
| 7D | -7.2% | -0.2% | -7.0% | -7.1% |
| 30D | -5.7% | -1.2% | -4.5% | -5.2% |
| 3M | +0.2% | +1.7% | -1.5% | -0.7% |
| 6M | 0.0% | -7.5% | +7.5% | +3.4% |
| YTD | +6.5% | +6.3% | +0.2% | +2.9% |
| 1Y | -1.4% | +10.9% | -12.3% | -6.4% |
| All | -8.9% | +46.9% | -55.8% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling