-24.5%
KVUE vs GNRC
+62.4%
-86.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.1% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -6.3% | -15.7% | +9.4% | -6.0% |
| 3M | -0.5% | -27.3% | +26.8% | -0.2% |
| 6M | +3.1% | -12.1% | +15.1% | +2.6% |
| YTD | +6.7% | +37.1% | -30.4% | +4.8% |
| 1Y | -1.1% | -0.5% | -0.7% | -2.3% |
| 3Y | -8.7% | +61.5% | -70.3% | -13.2% |
| All | -24.5% | +62.4% | -86.9% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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