-2.2%
KVUE vs IP
+24.1%
-26.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.6% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -3.3% | -11.2% | +7.9% | -1.8% |
| 3M | +6.0% | +12.3% | -6.4% | +4.3% |
| 6M | +2.3% | -5.2% | +7.6% | +2.5% |
| YTD | +10.3% | -4.0% | +14.3% | +10.1% |
| 1Y | +4.6% | -19.2% | +23.8% | +6.4% |
| 3Y | -2.2% | +20.3% | -22.5% | -8.9% |
| All | -2.2% | +24.1% | -26.3% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling