-24.5%
KVUE vs FND
-51.4%
+27.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | -5.1% | -5.8% | +0.6% | -4.5% |
| 30D | -6.3% | -20.2% | +13.9% | -3.9% |
| 3M | -0.5% | -12.0% | +11.5% | +0.8% |
| 6M | +3.1% | -18.5% | +21.6% | +4.8% |
| YTD | +6.7% | -22.3% | +28.9% | +8.6% |
| 1Y | -1.1% | -47.6% | +46.5% | +4.6% |
| 3Y | -8.7% | -49.8% | +41.0% | -5.5% |
| All | -24.5% | -51.4% | +27.0% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling