-4.4%
KVUE vs FN
+17.1%
-21.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -0.9% |
| 7D | -2.2% | -1.7% | -0.6% | -2.3% |
| 30D | -3.7% | -22.0% | +18.3% | -4.9% |
| 3M | +12.3% | -43.0% | +55.3% | +9.2% |
| 6M | +5.4% | -27.7% | +33.2% | +3.8% |
| YTD | +12.4% | -10.5% | +23.0% | +13.5% |
| 1Y | -4.4% | +12.5% | -16.9% | +6.6% |
| All | -4.4% | +17.1% | -21.5% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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