-24.5%
KVUE vs FLNC
-40.1%
+15.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | 0.0% |
| 7D | -5.1% | -4.1% | -1.1% | -5.1% |
| 30D | -6.3% | -24.8% | +18.5% | -6.5% |
| 3M | -0.5% | -59.1% | +58.6% | -0.9% |
| 6M | +3.1% | -42.0% | +45.1% | +2.6% |
| YTD | +6.7% | -49.8% | +56.5% | +6.1% |
| 1Y | -1.1% | +43.1% | -44.2% | -2.1% |
| 3Y | -8.7% | -61.0% | +52.2% | -7.9% |
| All | -24.5% | -40.1% | +15.7% | -24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling