-8.7%
KVUE vs INDA
+7.9%
-16.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.3% |
| 7D | -5.1% | -2.7% | -2.4% | -4.5% |
| 30D | -6.3% | -2.8% | -3.6% | -5.7% |
| 3M | -0.5% | +1.6% | -2.1% | -0.9% |
| 6M | +3.1% | -1.4% | +4.5% | +3.3% |
| YTD | +6.7% | -10.1% | +16.8% | +8.6% |
| 1Y | -1.1% | -8.8% | +7.6% | +0.4% |
| 3Y | -8.7% | +7.6% | -16.4% | -16.9% |
| All | -8.7% | +7.9% | -16.6% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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