-24.6%
KVUE vs FIS
-20.4%
-4.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.1% | -2.7% |
| 7D | -7.2% | -9.1% | +1.9% | -5.3% |
| 30D | -5.7% | -10.4% | +4.8% | -3.5% |
| 3M | +0.2% | -3.7% | +3.8% | +0.8% |
| 6M | 0.0% | -24.8% | +24.8% | +5.6% |
| YTD | +6.5% | -41.6% | +48.1% | +19.2% |
| 1Y | -1.4% | -42.7% | +41.3% | +10.8% |
| 3Y | -5.6% | -26.2% | +20.6% | +1.6% |
| All | -24.6% | -20.4% | -4.2% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling