-21.9%
KVUE vs HDB
-33.3%
+11.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.2% | -1.3% |
| 7D | -1.9% | -2.0% | +0.1% | -1.5% |
| 30D | -3.3% | -4.9% | +1.6% | -2.5% |
| 3M | +6.0% | -2.3% | +8.3% | +6.0% |
| 6M | +2.3% | -23.7% | +26.1% | +7.1% |
| YTD | +10.3% | -38.5% | +48.8% | +20.2% |
| 1Y | +4.6% | -36.5% | +41.0% | +13.3% |
| 3Y | -2.2% | -28.5% | +26.3% | +4.2% |
| All | -21.9% | -33.3% | +11.4% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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