-20.4%
KVUE vs HAS
+77.7%
-98.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.2% | -1.8% | -0.4% | -2.0% |
| 30D | -3.7% | +2.3% | -5.9% | -4.0% |
| 3M | +12.3% | +10.4% | +1.9% | +10.4% |
| 6M | +5.4% | -3.2% | +8.7% | +5.6% |
| YTD | +12.4% | +15.4% | -3.0% | +9.3% |
| 1Y | -4.4% | +18.8% | -23.2% | -7.5% |
| 3Y | -7.5% | +43.9% | -51.5% | -16.9% |
| All | -20.4% | +77.7% | -98.1% | -30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling