-24.5%
KVUE vs JHX
+26.1%
-50.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.1% |
| 7D | -5.1% | -6.3% | +1.2% | -4.8% |
| 30D | -6.3% | -7.7% | +1.4% | -5.9% |
| 3M | -0.5% | +19.2% | -19.7% | -1.5% |
| 6M | +3.1% | +38.3% | -35.2% | +1.0% |
| YTD | +6.7% | +37.2% | -30.5% | +4.6% |
| 1Y | -1.1% | +42.3% | -43.4% | -3.2% |
| 3Y | -8.7% | -4.4% | -4.3% | -10.0% |
| All | -24.5% | +26.1% | -50.6% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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