+3.1%
KVUE vs JBL
+27.4%
-24.4%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | +0.3% |
| 7D | -5.1% | +2.4% | -7.5% | -5.0% |
| 30D | -6.3% | -13.1% | +6.8% | -7.0% |
| 3M | -0.5% | -15.6% | +15.1% | -0.8% |
| 6M | +3.1% | +24.6% | -21.5% | -3.9% |
| All | +3.1% | +27.4% | -24.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 6mo: compounded portfolio wealth divided by compounded JBL 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…
6mo analysis · Full analysis span regression · 6 months rolling