-21.9%
KVUE vs JD
-13.8%
-8.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.9% |
| 30D | -3.3% | -16.0% | +12.7% | -2.2% |
| 3M | +6.0% | -3.2% | +9.1% | +6.1% |
| 6M | +2.3% | +6.1% | -3.7% | +1.7% |
| YTD | +10.3% | -0.1% | +10.5% | +10.0% |
| 1Y | +4.6% | -12.7% | +17.3% | +5.1% |
| 3Y | -2.2% | -6.3% | +4.1% | -6.2% |
| All | -21.9% | -13.8% | -8.1% | -24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling