-24.4%
KVUE vs FIS
-19.5%
-5.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | -6.1% | -8.9% | +2.8% | -4.3% |
| 30D | -5.6% | -9.9% | +4.3% | -3.5% |
| 3M | -0.3% | 0.0% | -0.3% | -0.4% |
| 6M | +1.4% | -22.9% | +24.3% | +6.4% |
| YTD | +6.7% | -40.9% | +47.6% | +19.1% |
| 1Y | +1.0% | -40.4% | +41.4% | +12.3% |
| 3Y | -5.4% | -25.4% | +20.0% | +1.6% |
| All | -24.4% | -19.5% | -5.0% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 5y: compounded portfolio wealth divided by compounded FIS 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…
5y analysis · Full analysis span regression · 6 months rolling