-8.9%
KVUE vs HAS
+43.5%
-52.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -7.2% | -4.8% | -2.4% | -6.5% |
| 30D | -5.7% | -5.1% | -0.6% | -4.9% |
| 3M | +0.2% | +6.4% | -6.2% | -0.9% |
| 6M | 0.0% | -5.6% | +5.7% | +0.6% |
| YTD | +6.5% | +11.0% | -4.5% | +4.2% |
| 1Y | -1.4% | +16.8% | -18.2% | -4.4% |
| All | -8.9% | +43.5% | -52.4% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling