-24.5%
KVUE vs JD
-15.7%
-8.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.1% | -4.2% | -0.9% | -4.8% |
| 30D | -6.3% | -14.4% | +8.1% | -5.3% |
| 3M | -0.5% | -3.6% | +3.1% | -0.4% |
| 6M | +3.1% | -0.3% | +3.4% | +2.9% |
| YTD | +6.7% | -2.4% | +9.0% | +6.6% |
| 1Y | -1.1% | -18.5% | +17.4% | -0.1% |
| 3Y | -8.7% | -7.0% | -1.7% | -12.4% |
| All | -24.5% | -15.7% | -8.8% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling