-24.5%
KVUE vs JBLU
-37.5%
+13.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -5.1% | -5.0% | -0.2% | -4.8% |
| 30D | -6.3% | -23.9% | +17.6% | -4.7% |
| 3M | -0.5% | -11.6% | +11.1% | +0.1% |
| 6M | +3.1% | -0.2% | +3.3% | +2.6% |
| YTD | +6.7% | -3.3% | +10.0% | +6.1% |
| 1Y | -1.1% | -15.4% | +14.2% | -1.1% |
| 3Y | -8.7% | -14.7% | +6.0% | -14.1% |
| All | -24.5% | -37.5% | +13.0% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 all: compounded portfolio wealth divided by compounded JBLU 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…
all analysis · Full analysis span regression · 6 months rolling