-21.9%
KVUE vs FLUT
-47.4%
+25.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | -1.9% | +3.8% | -5.7% | -2.0% |
| 30D | -3.3% | +6.3% | -9.6% | -3.5% |
| 3M | +6.0% | -4.0% | +10.0% | +6.0% |
| 6M | +2.3% | -10.3% | +12.6% | +2.4% |
| YTD | +10.3% | -53.2% | +63.5% | +11.7% |
| 1Y | +4.6% | -65.0% | +69.6% | +6.4% |
| 3Y | -2.2% | -43.9% | +41.7% | -1.5% |
| All | -21.9% | -47.4% | +25.5% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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