-24.6%
KVUE vs FND
-51.2%
+26.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.4% |
| 7D | -7.2% | -0.8% | -6.4% | -7.1% |
| 30D | -5.7% | -19.6% | +13.9% | -3.3% |
| 3M | +0.2% | -4.3% | +4.5% | +0.6% |
| 6M | 0.0% | -20.4% | +20.5% | +1.9% |
| YTD | +6.5% | -21.9% | +28.4% | +8.4% |
| 1Y | -1.4% | -45.2% | +43.8% | +3.8% |
| 3Y | -5.6% | -49.2% | +43.6% | -2.3% |
| All | -24.6% | -51.2% | +26.6% | -21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling