-20.4%
KVUE vs HST
+57.2%
-77.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -2.2% | -1.0% | -1.2% | -2.0% |
| 30D | -3.7% | -12.3% | +8.6% | -1.2% |
| 3M | +12.3% | -6.4% | +18.6% | +13.7% |
| 6M | +5.4% | +15.0% | -9.6% | +2.6% |
| YTD | +12.4% | +30.5% | -18.1% | +6.8% |
| 1Y | -4.4% | +35.7% | -40.0% | -10.0% |
| 3Y | -7.5% | +68.4% | -75.9% | -16.8% |
| All | -20.4% | +57.2% | -77.6% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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