-1.4%
KVUE vs GD
+11.5%
-12.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.4% |
| 7D | -7.2% | -3.1% | -4.1% | -6.9% |
| 30D | -5.7% | -10.9% | +5.2% | -4.6% |
| 3M | +0.2% | +2.5% | -2.3% | +0.1% |
| 6M | 0.0% | -1.7% | +1.7% | +0.5% |
| YTD | +6.5% | +6.1% | +0.4% | +6.9% |
| 1Y | -1.4% | +11.7% | -13.1% | -3.9% |
| All | -1.4% | +11.5% | -12.9% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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