-4.4%
KVUE vs GSK
+31.2%
-35.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.9% |
| 7D | -2.2% | -1.8% | -0.4% | -2.0% |
| 30D | -3.7% | -2.2% | -1.5% | -3.4% |
| 3M | +12.3% | -1.8% | +14.1% | +12.5% |
| 6M | +5.4% | -10.6% | +16.0% | +6.0% |
| YTD | +12.4% | +4.4% | +8.0% | +14.1% |
| 1Y | -4.4% | +30.4% | -34.8% | -2.4% |
| All | -4.4% | +31.2% | -35.6% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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