-24.6%
KVUE vs GEN
+92.6%
-117.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -7.2% | -2.9% | -4.3% | -6.9% |
| 30D | -5.7% | +2.1% | -7.7% | -5.9% |
| 3M | +0.2% | +19.7% | -19.6% | -1.9% |
| 6M | 0.0% | +33.3% | -33.2% | -3.3% |
| YTD | +6.5% | +11.1% | -4.6% | +5.3% |
| 1Y | -1.4% | +3.0% | -4.4% | -1.6% |
| 3Y | -5.6% | +57.9% | -63.5% | -10.6% |
| All | -24.6% | +92.6% | -117.2% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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