-24.5%
KVUE vs IBN
+34.8%
-59.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -1.9% | -0.4% |
| 7D | -5.1% | -3.0% | -2.1% | -4.6% |
| 30D | -6.3% | -1.5% | -4.8% | -6.1% |
| 3M | -0.5% | +7.9% | -8.4% | -2.0% |
| 6M | +3.1% | +8.6% | -5.5% | +1.3% |
| YTD | +6.7% | -0.6% | +7.2% | +6.2% |
| 1Y | -1.1% | -7.3% | +6.2% | -0.3% |
| 3Y | -8.7% | +26.2% | -35.0% | -11.9% |
| All | -24.5% | +34.8% | -59.3% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling