+1.0%
KVUE vs HAS
+18.8%
-17.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -6.1% | -3.1% | -3.1% | -5.7% |
| 30D | -5.6% | -6.4% | +0.8% | -4.8% |
| 3M | -0.3% | +10.4% | -10.7% | -1.5% |
| 6M | +1.4% | -3.7% | +5.0% | +1.4% |
| YTD | +6.7% | +12.5% | -5.7% | +5.2% |
| 1Y | +1.0% | +19.8% | -18.9% | -0.4% |
| All | +1.0% | +18.8% | -17.8% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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