-24.6%
KVUE vs FITB
+165.2%
-189.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | -7.2% | -0.4% | -6.8% | -7.1% |
| 30D | -5.7% | -5.1% | -0.5% | -4.8% |
| 3M | +0.2% | +3.5% | -3.4% | -0.5% |
| 6M | 0.0% | +17.2% | -17.2% | -2.7% |
| YTD | +6.5% | +17.6% | -11.1% | +3.2% |
| 1Y | -1.4% | +23.4% | -24.8% | -5.4% |
| 3Y | -5.6% | +129.7% | -135.3% | -15.9% |
| All | -24.6% | +165.2% | -189.8% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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