-8.7%
KVUE vs HRB
+25.9%
-34.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -8.0% | +2.9% | -4.3% |
| 30D | -6.3% | -16.0% | +9.6% | -4.6% |
| 3M | -0.5% | +26.9% | -27.4% | -3.0% |
| 6M | +3.1% | +51.1% | -48.0% | -1.3% |
| YTD | +6.7% | +7.1% | -0.4% | +7.0% |
| 1Y | -1.1% | -9.6% | +8.5% | +2.1% |
| 3Y | -8.7% | +25.4% | -34.1% | -11.2% |
| All | -8.7% | +25.9% | -34.6% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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