-4.4%
KVUE vs FLNC
+53.3%
-57.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.1% |
| 7D | -2.2% | -4.9% | +2.6% | -2.4% |
| 30D | -3.7% | -27.3% | +23.6% | -4.7% |
| 3M | +12.3% | -61.9% | +74.1% | +9.2% |
| 6M | +5.4% | -34.5% | +39.9% | +4.8% |
| YTD | +12.4% | -47.7% | +60.1% | +11.3% |
| 1Y | -4.4% | +53.3% | -57.7% | +16.5% |
| All | -4.4% | +53.3% | -57.7% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 1y: compounded portfolio wealth divided by compounded FLNC 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…
1y analysis · Full analysis span regression · 6 months rolling