-24.5%
KVUE vs FRSH
-8.3%
-16.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -6.6% | +1.5% | -4.9% |
| 30D | -6.3% | +2.1% | -8.4% | -6.4% |
| 3M | -0.5% | +29.0% | -29.5% | -1.4% |
| 6M | +3.1% | +48.6% | -45.5% | +1.7% |
| YTD | +6.7% | -2.9% | +9.6% | +7.0% |
| 1Y | -1.1% | -7.9% | +6.8% | -0.8% |
| 3Y | -8.7% | -46.5% | +37.8% | -7.8% |
| All | -24.5% | -8.3% | -16.2% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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