-8.7%
KVUE vs KGC
+520.4%
-529.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.3% |
| 7D | -6.1% | -8.4% | +2.3% | -5.9% |
| 30D | -5.6% | +6.3% | -11.9% | -5.7% |
| 3M | -0.3% | +22.4% | -22.8% | -0.9% |
| 6M | +1.4% | -11.4% | +12.8% | +1.6% |
| YTD | +6.7% | +3.1% | +3.6% | +7.0% |
| 1Y | +1.0% | +26.6% | -25.7% | +0.5% |
| All | -8.7% | +520.4% | -529.1% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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