-21.9%
KVUE vs KEY
+198.5%
-220.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.7% |
| 7D | -1.9% | +2.7% | -4.7% | -2.2% |
| 30D | -3.3% | -3.2% | -0.1% | -3.0% |
| 3M | +6.0% | +1.0% | +5.0% | +5.8% |
| 6M | +2.3% | +11.9% | -9.5% | +1.2% |
| YTD | +10.3% | +8.7% | +1.6% | +9.3% |
| 1Y | +4.6% | +18.5% | -13.9% | +2.5% |
| 3Y | -2.2% | +124.0% | -126.2% | -8.5% |
| All | -21.9% | +198.5% | -220.4% | -27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling