-1.4%
KVUE vs IP
-23.5%
+22.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.1% | +1.6% | -2.7% |
| 7D | -7.2% | -4.6% | -2.6% | -6.6% |
| 30D | -5.7% | -15.3% | +9.6% | -3.5% |
| 3M | +0.2% | +2.7% | -2.5% | -0.1% |
| 6M | 0.0% | -7.4% | +7.4% | +0.6% |
| YTD | +6.5% | -8.8% | +15.3% | +7.0% |
| 1Y | -1.4% | -22.4% | +21.0% | +1.5% |
| All | -1.4% | -23.5% | +22.1% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling