-8.7%
KVUE vs FLR
+54.2%
-62.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | 0.0% |
| 7D | -5.1% | -3.5% | -1.6% | -5.2% |
| 30D | -6.3% | +4.2% | -10.5% | -6.2% |
| 3M | -0.5% | +8.1% | -8.6% | -0.3% |
| 6M | +3.1% | +21.5% | -18.4% | +3.5% |
| YTD | +6.7% | +36.8% | -30.1% | +7.4% |
| 1Y | -1.1% | +31.2% | -32.3% | -0.5% |
| 3Y | -8.7% | +53.9% | -62.6% | -13.4% |
| All | -8.7% | +54.2% | -62.9% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 3y: compounded portfolio wealth divided by compounded FLR 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…
3y analysis · Full analysis span regression · 6 months rolling