-8.9%
KVUE vs KEY
+121.2%
-130.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -7.2% | -0.3% | -6.9% | -7.2% |
| 30D | -5.7% | -3.3% | -2.4% | -5.3% |
| 3M | +0.2% | -0.7% | +0.9% | +0.2% |
| 6M | 0.0% | +12.5% | -12.5% | -1.4% |
| YTD | +6.5% | +8.4% | -1.9% | +5.3% |
| 1Y | -1.4% | +18.4% | -19.9% | -3.8% |
| All | -8.9% | +121.2% | -130.1% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 3y: compounded portfolio wealth divided by compounded KEY 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…
3y analysis · Full analysis span regression · 6 months rolling