-24.5%
KVUE vs GPN
-11.1%
-13.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -5.1% | -4.3% | -0.8% | -4.5% |
| 30D | -6.3% | 0.0% | -6.3% | -6.3% |
| 3M | -0.5% | +35.8% | -36.3% | -4.3% |
| 6M | +3.1% | +22.0% | -18.9% | +0.2% |
| YTD | +6.7% | +15.2% | -8.5% | +4.1% |
| 1Y | -1.1% | +3.5% | -4.6% | -2.4% |
| 3Y | -8.7% | -26.9% | +18.2% | -8.7% |
| All | -24.5% | -11.1% | -13.3% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 5y: compounded portfolio wealth divided by compounded GPN 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…
5y analysis · Full analysis span regression · 6 months rolling